Modera Wealth Management, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Modera Wealth Management, LLC

  • $7.79 Billion
  • Q3 2024

A detailed history of Modera Wealth Management, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Modera Wealth Management, LLC holds 5,634 shares of SPTM stock, worth $413,648. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,634
Previous 5,642 0.14%
Holding current value
$413,648
Previous $374,000 5.35%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
SELL
$63.28 - $70.06 $506 - $560
-8 Reduced 0.14%
5,634 $394,000
Q3 2023

Nov 30, 2023
BUY
$52.22 - $56.31 $294,625 - $317,701
5,642 New
5,642 $296,000
Q2 2023

Aug 07, 2023
BUY
$49.75 - $54.44 $280,888 - $307,368
5,646 New
5,646 $307,000

Others Institutions Holding SPTM

# of Institutions
643
Shares Held
87M
Call Options Held
949K
Put Options Held
700
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

SPTM Quotes by TradingView
  • Ticker SPTM
  • Sector ETFs
  • Industry ETFs
More about SPTM
Track This Portfolio

Track Modera Wealth Management, LLC Portfolio

Follow Modera Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Modera Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modera Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email