Mattern Wealth Management LLC First Tr ETF Viii Tcw Opportun Transaction History
Mattern Wealth Management LLC
- $418 Million
- Q1 2025
Shares
7 transactions
Others Institutions Holding FIXD
# of Institutions
373Shares Held
92.6MCall Options Held
8.5KPut Options Held
0-
Morgan Stanley New York, NY10.3MShares$447 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.45MShares$368 Million0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA6.31MShares$275 Million0.06% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.68MShares$160 Million0.06% of portfolio
-
Ubs Group Ag3.3MShares$144 Million0.03% of portfolio