Modera Wealth Management, LLC Ishares Tr Transaction History
Modera Wealth Management, LLC
- $7.79 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding GBF
# of Institutions
78Shares Held
1.78MCall Options Held
0Put Options Held
0-
Assetmark, Inc372KShares$38 Million0.11% of portfolio
-
Jpmorgan Chase & CO New York, NY230KShares$23.5 Million0.0% of portfolio
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Destination Wealth Management172KShares$17.6 Million0.58% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS135KShares$13.8 Million0.17% of portfolio
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Morgan Stanley New York, NY128KShares$13.1 Million0.0% of portfolio