Mattern Wealth Management LLC First Tr Exch Trd Fd Viii Firs Transaction History
Mattern Wealth Management LLC
- $456 Million
- Q3 2025
Shares
3 transactions
Others Institutions Holding DEED
# of Institutions
46Shares Held
2.95MCall Options Held
0Put Options Held
0-
Gds Wealth Management1.08MShares$23.3 Million1.56% of portfolio
-
Guided Capital Wealth Management, LLC Houston, TX335KShares$7.22 Million6.13% of portfolio
-
New Edge Advisors, LLC New Orleans, LA264KShares$5.69 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL158KShares$3.4 Million0.0% of portfolio
-
Raymond James & Associates St Petersburg, FL148KShares$3.2 Million0.0% of portfolio