Modera Wealth Management, LLC Invesco ETF Tr Ii Global Clean Transaction History
Modera Wealth Management, LLC
- $6.54 Billion
- Q1 2024
A detailed history of Modera Wealth Management, LLC transactions in Invesco ETF Tr Ii Global Clean stock. As of the latest transaction made, Modera Wealth Management, LLC holds 24,045 shares of PBD stock, worth $329,416. This represents 0.01% of its overall portfolio holdings.
Number of Shares
24,045
Previous 26,380
8.85%
Holding current value
$329,416
Previous $421,000
19.24%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding PBD
# of Institutions
78Shares Held
1.7MCall Options Held
0Put Options Held
0-
Ameritas Advisory Services, LLC Lincoln, NE253KShares$3.46 Million0.15% of portfolio
-
Morgan Stanley New York, NY139KShares$1.91 Million0.0% of portfolio
-
Mercer Global Advisors Inc Denver, CO119KShares$1.63 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN77.4KShares$1.06 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC73.8KShares$1.01 Million0.0% of portfolio