Modera Wealth Management, LLC Wisdomtree Tr Intl Small Cap D Transaction History
Modera Wealth Management, LLC
- $8.14 Billion
- Q4 2024
A detailed history of Modera Wealth Management, LLC transactions in Wisdomtree Tr Intl Small Cap D stock. As of the latest transaction made, Modera Wealth Management, LLC holds 3,647 shares of DLS stock, worth $240,774. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,647
Previous 3,637
0.27%
Holding current value
$240,774
Previous $251,000
8.76%
% of portfolio
0.0%
Previous 0.0%
Shares
20 transactions
Others Institutions Holding DLS
# of Institutions
210Shares Held
5.57MCall Options Held
0Put Options Held
0-
Savant Capital, LLC804KShares$53.1 Million0.41% of portfolio
-
Bip Wealth, LLC Atlanta, GA276KShares$18.2 Million1.16% of portfolio
-
Bank Of America Corp Charlotte, NC215KShares$14.2 Million0.0% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL202KShares$13.4 Million1.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL179KShares$11.8 Million0.0% of portfolio