Modera Wealth Management, LLC Wisdomtree Tr Dynamic Currency Transaction History
Modera Wealth Management, LLC
- $7.91 Billion
- Q2 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 $236,755. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,605Holding current value
$236,755% of portfolio
0.0%Shares
2 transactions
Others Institutions Holding DDLS
# of Institutions
43Shares Held
1.42MCall Options Held
0Put Options Held
0-
Stonebridge Wealth Management, LLC Oak Brook, IL234KShares$9.89 Million8.72% of portfolio
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Cetera Investment Advisers Schaumburg, IL187KShares$7.92 Million0.01% of portfolio
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Berkeley, Inc Boise, ID167KShares$7.04 Million2.36% of portfolio
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High Note Wealth, LLC Deephaven, MN118KShares$4.98 Million1.09% of portfolio
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Bms Financial Advisors, LLC106KShares$4.46 Million2.24% of portfolio