Modera Wealth Management, LLC Wisdomtree Tr Currency Hedged Transaction History
Modera Wealth Management, LLC
- $7.79 Billion
- Q3 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 $339,597. This represents 0.0% of its overall portfolio holdings.
Number of Shares
9,832
Previous 9,832
-0.0%
Holding current value
$339,597
Previous $334,000
5.39%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DDWM
# of Institutions
82Shares Held
5.95MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.02MShares$35.3 Million0.02% of portfolio
-
Fundamentun, LLC Beachwood, OH656KShares$22.6 Million1.76% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL529KShares$18.3 Million0.03% of portfolio
-
Exchange Capital Management, Inc.461KShares$15.9 Million2.79% of portfolio
-
Steward Partners Investment Advisory, LLC397KShares$13.7 Million0.13% of portfolio