Modera Wealth Management, LLC Wisdomtree Tr Dynamic Currency Transaction History
Modera Wealth Management, LLC
- $8.42 Billion
- Q3 2025
A detailed history of Modera Wealth Management, LLC transactions in Wisdomtree Tr Dynamic Currency stock. As of the latest transaction made, Modera Wealth Management, LLC holds 5,605 shares of DDLS stock, worth $232,439. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,605
Previous 5,605
-0.0%
Holding current value
$232,439
Previous $221,000
6.33%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding DDLS
# of Institutions
44Shares Held
1.55MCall Options Held
0Put Options Held
0-
Stonebridge Wealth Management, LLC Oak Brook, IL229KShares$9.48 Million9.28% of portfolio
-
Cetera Investment Advisers Schaumburg, IL202KShares$8.37 Million0.01% of portfolio
-
Berkeley, Inc Boise, ID171KShares$7.09 Million2.31% of portfolio
-
High Note Wealth, LLC Deephaven, MN125KShares$5.17 Million1.08% of portfolio
-
Ae Wealth Management LLC122KShares$5.05 Million0.04% of portfolio