Mattern Wealth Management LLC American Centy ETF Travantis C Call Options Transaction History
Mattern Wealth Management LLC
- $402 Million
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding AVMU
# of Institutions
36Shares Held
3.49MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX1.32MShares$62 Million0.59% of portfolio
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Envestnet Asset Management Inc701KShares$32.9 Million0.01% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX274KShares$12.8 Million1.25% of portfolio
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Financial Partners Group, Inc Overland Park, KS186KShares$8.73 Million1.37% of portfolio
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Plancorp, LLC144KShares$6.76 Million0.29% of portfolio