Mattern Wealth Management LLC First Tr Pfd Secs & Income ETF Transaction History
Mattern Wealth Management LLC
- $418 Million
- Q1 2025
Shares
4 transactions
Others Institutions Holding FPE
# of Institutions
481Shares Held
219MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY50.6MShares$879 Million0.06% of portfolio
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Royal Bank Of Canada Toronto, A616.8MShares$292 Million0.06% of portfolio
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Wells Fargo & Company San Francisco, CA13.7MShares$239 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC13MShares$226 Million0.1% of portfolio
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Ubs Group Ag9.53MShares$165 Million0.03% of portfolio