Mattson Financial Services, LLC SERIES PORTFOLIOS TR Transaction History

Mattson Financial Services, LLC

  • $333 Billion
  • Q1 2025
Number of Shares
5,142
Previous 4,363 17.85%
Holding current value
$137 Million
Previous $117 Million 16.5%
% of portfolio
0.04%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 22, 2025
BUY
N/A
779 Added 17.85%
5,142 $137 Million
Q4 2024

Mar 07, 2025
BUY
N/A
1,335 Added 44.09%
4,363 $117 Million
Q2 2024

Sep 30, 2024
BUY
N/A
3,028 New
3,028 $81.6 Million
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