Mattern Wealth Management LLC First Tr Morningstar Dividend Transaction History
Mattern Wealth Management LLC
- $402 Million
- Q2 2024
A detailed history of Mattern Wealth Management LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Mattern Wealth Management LLC holds 12,698 shares of FDL stock, worth $522,903. This represents 0.12% of its overall portfolio holdings.
Number of Shares
12,698
Previous 14,790
14.14%
Holding current value
$522,903
Previous $569,000
15.47%
% of portfolio
0.12%
Previous 0.14%
Shares
6 transactions
Others Institutions Holding FDL
# of Institutions
373Shares Held
56.7MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC7.89MShares$325 Million0.15% of portfolio
-
Morgan Stanley New York, NY6.54MShares$269 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.34MShares$96.4 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA2.27MShares$93.6 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$79.9 Million0.11% of portfolio