Modera Wealth Management, LLC Wisdomtree U.S. Largecap Fund Transaction History
Modera Wealth Management, LLC
- $6.54 Billion
- Q1 2024
A detailed history of Modera Wealth Management, LLC transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Modera Wealth Management, LLC holds 35,294 shares of EPS stock, worth $2.04 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
35,294
Previous 35,294
-0.0%
Holding current value
$2.04 Million
Previous $1.77 Million
10.58%
% of portfolio
0.03%
Previous 0.03%
Shares
9 transactions
Others Institutions Holding EPS
# of Institutions
114Shares Held
9.63MCall Options Held
0Put Options Held
0-
Private Wealth Strategies, L.L.C.1.25MShares$72.4 Million14.55% of portfolio
-
Private Advisor Group, LLC982KShares$56.7 Million0.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC968KShares$55.9 Million0.03% of portfolio
-
Morgan Stanley New York, NY901KShares$52 Million0.0% of portfolio
-
Fiduciary Trust CO Boston, MA833KShares$48.1 Million0.73% of portfolio