Modera Wealth Management, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History
Modera Wealth Management, LLC
- $8.14 Billion
- Q4 2024
A detailed history of Modera Wealth Management, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Modera Wealth Management, LLC holds 56,063 shares of DES stock, worth $1.84 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
56,063
Previous 56,708
1.14%
Holding current value
$1.84 Million
Previous $1.96 Million
1.53%
% of portfolio
0.02%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding DES
# of Institutions
363Shares Held
31.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.46MShares$80.7 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.23MShares$73.3 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC2.22MShares$72.9 Million0.01% of portfolio
-
Ubs Group Ag1.72MShares$56.6 Million0.01% of portfolio
-
Creative Planning Overland Park, KS1.48MShares$48.5 Million0.05% of portfolio