Mattern Wealth Management LLC First Tr ETF Fd Iv First Tr Lo Transaction History

Mattern Wealth Management LLC

  • $422 Million
  • Q4 2024

A detailed history of Mattern Wealth Management LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Mattern Wealth Management LLC holds 12,000 shares of LMBS stock, worth $584,880. This represents 0.14% of its overall portfolio holdings.

Number of Shares
12,000
Previous 12,000 -0.0%
Holding current value
$584,880
Previous $592,000 1.35%
% of portfolio
0.14%
Previous 0.14%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024
SELL
$47.58 - $48.41 $472,659 - $480,904
-9,934 Reduced 45.29%
12,000 $576,000
Q1 2024

May 13, 2024
BUY
$47.95 - $48.49 $5,322 - $5,382
111 Added 0.51%
21,934 $1.06 Million
Q4 2023

Feb 12, 2024
BUY
$46.58 - $48.36 $1,909 - $1,982
41 Added 0.19%
21,823 $1.05 Million
Q2 2023

Jul 26, 2023
SELL
$47.5 - $48.33 $2,327 - $2,368
-49 Reduced 0.22%
21,782 $1.04 Million
Q1 2023

May 05, 2023
BUY
$47.34 - $48.21 $2,319 - $2,362
49 Added 0.22%
21,831 $1.05 Million
Q4 2021

Jan 27, 2022
SELL
$49.97 - $50.67 $332,750 - $337,411
-6,659 Reduced 23.41%
21,782 $1.09 Million
Q3 2021

Oct 13, 2021
BUY
$50.52 - $50.94 $15,156 - $15,282
300 Added 1.07%
28,441 $1.44 Million
Q2 2021

Jul 27, 2021
BUY
$50.83 - $51.19 $1.43 Million - $1.44 Million
28,141 New
28,141 $1.43 Million
Q1 2021

May 13, 2021
SELL
$51.0 - $51.58 $8.14 Million - $8.24 Million
-159,679 Closed
0 $0
Q4 2020

Feb 12, 2021
BUY
$51.39 - $51.73 $4.94 Million - $4.97 Million
96,141 Added 151.31%
159,679 $8.22 Million
Q3 2020

Nov 12, 2020
BUY
$51.62 - $51.89 $398,403 - $400,487
7,718 Added 13.83%
63,538 $3.28 Million
Q2 2020

Jul 29, 2020
BUY
$51.33 - $51.83 $2.87 Million - $2.89 Million
55,820 New
55,820 $2.89 Million

Others Institutions Holding LMBS

# of Institutions
425
Shares Held
70.7M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF FD IV FIRST TR LO

LMBS Quotes by TradingView
  • Ticker LMBS
  • Sector ETFs
  • Industry ETFs
More about LMBS
Track This Portfolio

Track Mattern Wealth Management LLC Portfolio

Follow Mattern Wealth Management LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email