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 $231,654. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,605Holding current value
$231,654% of portfolio
0.0%Shares
2 transactions
Others Institutions Holding DDLS
# of Institutions
39Shares Held
1.03MCall Options Held
0Put Options Held
0-
Cetera Investment Advisers Schaumburg, IL187KShares$7.75 Million0.01% of portfolio
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High Note Wealth, LLC Deephaven, MN118KShares$4.87 Million1.09% of portfolio
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Bms Financial Advisors, LLC106KShares$4.36 Million2.24% of portfolio
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Ae Wealth Management LLC105KShares$4.32 Million0.04% of portfolio
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Lpl Financial LLC Fort Mill, SC77.7KShares$3.21 Million0.0% of portfolio