Mattern Wealth Management LLC First Tr ETF Vi Smid Cap Risin Transaction History

Mattern Wealth Management LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	SELL	$31.21 - $34.82 $39,636 - $44,221	-1,270 Reduced 17.21%	6,111 $212,000
Q4 2023 Feb 12, 2024	SELL	$26.48 - $33.23 $55,634 - $69,816	-2,101 Reduced 22.16%	7,381 $241,000
Q3 2023 Nov 01, 2023	SELL	$27.7 - $30.38 $2.01 Million - $2.2 Million	-72,559 Reduced 88.44%	9,482 $267,000
Q2 2023 Jul 26, 2023	BUY	$24.91 - $28.31 $153,694 - $174,672	6,170 Added 8.13%	82,041 $2.32 Million
Q1 2023 May 05, 2023	BUY	$25.54 - $29.71 $1.94 Million - $2.25 Million	75,871 New	75,871 $2.02 Million

403

132M

6.7K

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

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