Mattern Wealth Management LLC First Tr ETF Iii Enhanced Shor Transaction History
Mattern Wealth Management LLC
- $402 Million
- Q2 2024
A detailed history of Mattern Wealth Management LLC transactions in First Tr ETF Iii Enhanced Shor stock. As of the latest transaction made, Mattern Wealth Management LLC holds 47,304 shares of FUMB stock, worth $953,648. This represents 0.24% of its overall portfolio holdings.
Number of Shares
47,304
Previous 62,304
24.08%
Holding current value
$953,648
Previous $1.25 Million
24.04%
% of portfolio
0.24%
Previous 0.31%
Shares
5 transactions
Others Institutions Holding FUMB
# of Institutions
84Shares Held
7.21MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.11MShares$22.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC870KShares$17.5 Million0.01% of portfolio
-
New Edge Advisors, LLC New Orleans, LA627KShares$12.6 Million0.09% of portfolio
-
Rockefeller Capital Management L.P. New York, NY513KShares$10.3 Million0.03% of portfolio
-
Mainsail Financial Group, LLC Bellevue, WA249KShares$5.02 Million2.94% of portfolio