Mattern Wealth Management LLC First Tr ETF Viii Tcw Opportun Transaction History

Mattern Wealth Management LLC

$426 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 27, 2022	SELL	$52.94 - $53.71 $9.53 Million - $9.66 Million	-179,947 Closed	0 $0
Q3 2021 Oct 13, 2021	BUY	$53.5 - $54.31 $9.42 Million - $9.56 Million	176,117 Added 4598.36%	179,947 $9.64 Million
Q2 2021 Jul 27, 2021	SELL	$52.93 - $53.72 $2.98 Million - $3.03 Million	-56,337 Reduced 93.63%	3,830 $207,000
Q1 2021 May 13, 2021	SELL	$52.76 - $54.76 $3.47 Million - $3.6 Million	-65,767 Reduced 52.22%	60,167 $3.18 Million
Q4 2020 Feb 12, 2021	SELL	$54.65 - $55.37 $1.62 Million - $1.64 Million	-29,620 Reduced 19.04%	125,934 $6.89 Million
Q3 2020 Nov 12, 2020	BUY	$54.84 - $55.79 $2.12 Million - $2.16 Million	38,667 Added 33.08%	155,554 $8.56 Million
Q2 2020 Jul 29, 2020	BUY	$52.84 - $54.79 $6.18 Million - $6.4 Million	116,887 New	116,887 $6.4 Million

Others Institutions Holding FIXD

# of Institutions

353

Shares Held

101M

Call Options Held

0

Put Options Held

0

About FIRST TR ETF VIII TCW OPPORTUN

Ticker FIXD
Sector ETFs
Industry ETFs

More about FIXD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mattern Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mattern Wealth Management LLC with notifications on news.