Modera Wealth Management, LLC Wisdomtree Tr Transaction History
Modera Wealth Management, LLC
- $8.14 Billion
- Q4 2024
A detailed history of Modera Wealth Management, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Modera Wealth Management, LLC holds 11,879 shares of DWM stock, worth $693,614. This represents 0.01% of its overall portfolio holdings.
Number of Shares
11,879
Previous 11,879
-0.0%
Holding current value
$693,614
Previous $683,000
8.35%
% of portfolio
0.01%
Previous 0.01%
Shares
10 transactions
Others Institutions Holding DWM
# of Institutions
127Shares Held
6.18MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.07MShares$62.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC712KShares$41.6 Million0.02% of portfolio
-
Wealth Enhancement Advisory Services, LLC466KShares$27.2 Million0.05% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL391KShares$22.8 Million1.98% of portfolio
-
Bank Of America Corp Charlotte, NC350KShares$20.4 Million0.0% of portfolio