Modera Wealth Management, LLC Wisdomtree Tr Currency Hedged Transaction History
Modera Wealth Management, LLC
- $6.54 Billion
- Q1 2024
A detailed history of Modera Wealth Management, LLC transactions in Wisdomtree Tr Currency Hedged stock. As of the latest transaction made, Modera Wealth Management, LLC holds 9,832 shares of DDWM stock, worth $334,877. This represents 0.01% of its overall portfolio holdings.
Number of Shares
9,832
Previous 9,832
-0.0%
Holding current value
$334,877
Previous $316,000
6.33%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding DDWM
# of Institutions
68Shares Held
6.24MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC956KShares$32.6 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL878KShares$29.9 Million0.05% of portfolio
-
Fundamentun, LLC Beachwood, OH495KShares$16.9 Million1.77% of portfolio
-
Exchange Capital Management, Inc.480KShares$16.4 Million2.75% of portfolio
-
Steward Partners Investment Advisory, LLC394KShares$13.4 Million0.15% of portfolio