A detailed history of Modera Wealth Management, LLC transactions in Dollar Tree, Inc. stock. As of the latest transaction made, Modera Wealth Management, LLC holds 3,143 shares of DLTR stock, worth $335,420. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,143
Previous 3,122 0.67%
Holding current value
$335,420
Previous $443,000 5.64%
% of portfolio
0.01%
Previous 0.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

BUY
$125.23 - $150.02 $2,629 - $3,150
21 Added 0.67%
3,143 $418,000
Q4 2023

Feb 14, 2024

BUY
$103.64 - $142.29 $5,078 - $6,972
49 Added 1.59%
3,122 $443,000
Q3 2023

Nov 01, 2023

SELL
$104.4 - $154.33 $522 - $771
-5 Reduced 0.16%
3,073 $327,000
Q2 2023

Aug 07, 2023

BUY
$129.56 - $160.68 $131,373 - $162,929
1,014 Added 49.13%
3,078 $441,000
Q4 2022

Feb 07, 2023

SELL
$136.08 - $168.84 $168,467 - $209,023
-1,238 Reduced 37.49%
2,064 $291,000
Q2 2022

Jul 27, 2022

SELL
$127.88 - $174.08 $1,662 - $2,263
-13 Reduced 0.39%
3,302 $515,000
Q1 2022

May 03, 2022

SELL
$126.23 - $160.32 $224,184 - $284,728
-1,776 Reduced 34.89%
3,315 $531,000
Q4 2021

Feb 04, 2022

BUY
$97.11 - $146.61 $494,387 - $746,391
5,091 New
5,091 $715,000

Others Institutions Holding DLTR

About DOLLAR TREE, INC.


  • Ticker DLTR
  • Exchange NASDAQ
  • Sector Consumer Defensive
  • Industry Discount Stores
  • Shares Outstandng 223,936,992
  • Market Cap $23.9B
  • Description
  • Dollar Tree, Inc. operates discount variety retail stores. It operates in two segments, Dollar Tree and Family Dollar. The Dollar Tree segment offers merchandise at the fixed price of $ 1.25. It provides consumable merchandise, including candy and food, and health and personal care, as well as everyday consumables, such as household paper and ch...
More about DLTR
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