Modera Wealth Management, LLC Sells in Q3 2024

Modera Wealth Management, LLC

  • $7.79 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ABC
Amerisourcebergen Corp

Healthcare
-282
- 21.91%
N/A
1.01K $186K
EL
Estee Lauder Companies Inc

Consumer Defensive
-299
- 9.32%
$84.18 - $106.5 $25.2K - $31.8K
2.91K $290K
VLO
Valero Energy Corp

Energy
-79
- 4.35%
$132.81 - $163.48 $10.5K - $12.9K
1.74K $234K
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
-510
- 4.14%
$98.23 - $98.97 $50.1K - $50.5K
11.8K $1.17M
MCHP
Microchip Technology Inc

Technology
-34
- 0.91%
$72.0 - $95.98 $2.45K - $3.26K
3.7K $297K
DFSD
Dimensional ETF Tr Short Durat

ETFs
-1.08K
- 9.64%
$47.0 - $47.84 $50.6K - $51.5K
10.1K $481K
HUM
Humana Inc

Healthcare
-6
- 0.86%
$310.25 - $404.52 $1.86K - $2.43K
693 $219K
ISRG
Intuitive Surgical Inc

Healthcare
-248
- 14.37%
$416.14 - $494.01 $103K - $123K
1.48K $726K
CC
Chemours CO

Basic Materials
-306
- 2.9%
$16.79 - $24.99 $5.14K - $7.65K
10.2K $208K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-634
- 10.59%
$108.44 - $120.37 $68.8K - $76.3K
5.36K $644K
BAC
Bank Of America Corp

Financial Services
-354
- 0.43%
$36.65 - $44.13 $13K - $15.6K
82.3K $3.26M
OIA
Invesco Municipal Income Opportunities Trust

Financial Services
-4.12K
- 26.16%
$6.24 - $6.87 $25.7K - $28.3K
11.6K $79K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-581
- 9.06%
$47.18 - $48.74 $27.4K - $28.3K
5.83K $283K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-266
- 9.21%
$386.81 - $423.12 $103K - $113K
2.62K $1.11M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-1.06K
- 6.51%
$41.34 - $43.55 $43.7K - $46.1K
15.2K $656K
WM
Waste Management Inc

Industrials
-5
- 0.18%
$196.96 - $223.45 $985 - $1.12K
2.74K $568K
TDOC
Teladoc Health, Inc.

Healthcare
-11
- 0.05%
$6.79 - $10.09 $74.7 - $111
22.3K $204K
IXUS
Ishares Tr

ETFs
-496
- 11.84%
$64.9 - $73.35 $32.2K - $36.4K
3.69K $268K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-1.71K
- 11.52%
$37.61 - $41.72 $64.3K - $71.3K
13.1K $547K
PSTP
Innovator Etfs Tr Pwr Buffer S

ETFs
-822
- 5.94%
$29.62 - $31.54 $24.3K - $25.9K
13K $410K
PII
Polaris Inc.

Consumer Cyclical
-280
- 10.39%
$72.9 - $86.86 $20.4K - $24.3K
2.42K $201K
ROK
Rockwell Automation, Inc

Industrials
-12
- 1.26%
$248.27 - $294.37 $2.98K - $3.53K
942 $253K
PBD
Invesco ETF Tr Ii Global Clean

ETFs
-1.12K
- 5.96%
$12.63 - $14.81 $14.2K - $16.6K
17.7K $247K
DFIC
Dimensional ETF Tr Dimensional

ETFs
-2.5K
- 6.81%
$25.36 - $28.37 $63.3K - $70.8K
34.1K $960K
DFSU
Dimensional ETF Tr Dimen Us Su
-960
- 2.43%
N/A
38.5K $0
Linde PLC
-353
- 25.02%
N/A
1.06K $0
VUSB
Vanguard Bd Index Fds
-536
- 2.77%
N/A
18.8K $0
Manager Directed Portfolios
-11.4K
- 13.9%
N/A
70.8K $0
J P Morgan Exchange Traded F
-285
- 0.36%
N/A
77.9K $0
Dimensional ETF Trust
-644
- 2.43%
N/A
25.9K $0
FBHS
Fortune Brands Home & Security, Inc.

Industrials
-4
- 0.13%
N/A
3.08K $199K
Jacobs Solutions Inc
-307
- 0.75%
N/A
40.5K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
-1.5K
- 7.76%
N/A
17.8K $0
WY
Weyerhaeuser CO

Real Estate
-1.49K
- 15.38%
$27.05 - $33.84 $40.2K - $50.3K
8.17K $276K
CE
Celanese Corp

Basic Materials
-1
- 0.04%
$119.16 - $147.51 $119 - $148
2.68K $364K
VOX
Vanguard Communication Service

ETFs
-150
- 4.18%
$129.82 - $145.39 $19.5K - $21.8K
3.44K $499K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-543
- 3.14%
$36.06 - $37.66 $19.6K - $20.4K
16.7K $630K
BIGZ
Black Rock Innovation & Growth Trust
-367
- 1.7%
$6.75 - $7.61 $2.48K - $2.79K
21.2K $159K
CPB
Campbell Soup CO

Consumer Defensive
-496
- 6.41%
$45.01 - $51.89 $22.3K - $25.7K
7.24K $354K
FNDX
Schwab Fundamental U S Large C

ETFs
-223
- 4.71%
$65.36 - $71.76 $14.6K - $16K
4.51K $323K
FTV
Fortive Corp

Technology
-121
- 3.59%
$67.01 - $79.2 $8.11K - $9.58K
3.25K $256K
AVUV
American Centy ETF Tr Avantis

ETFs
-257
- 4.86%
$88.24 - $99.7 $22.7K - $25.6K
5.03K $482K
AME
Ametek Inc

Industrials
-51
- 1.57%
$152.74 - $176.01 $7.79K - $8.98K
3.2K $549K
PHO
Invesco Exchange Traded Fd Tr

ETFs
-220
- 4.87%
$63.82 - $70.54 $14K - $15.5K
4.3K $303K
ROL
Rollins Inc

Consumer Cyclical
-125
- 1.37%
$45.93 - $51.4 $5.74K - $6.43K
9K $455K
MGC
Vanguard Mega Cap ETF

ETFs
-4
- 0.32%
$185.93 - $206.64 $744 - $827
1.23K $254K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-93
- 1.06%
$56.04 - $62.99 $5.21K - $5.86K
8.69K $531K
HYG
Ishares Tr

ETFs
-9
- 0.2%
$76.72 - $80.36 $690 - $723
4.4K $353K
VEU
Vanguard Ftse All World Ex Us

ETFs
-781
- 5.37%
$56.47 - $63.69 $44.1K - $49.7K
13.8K $866K
Activity Summary
Buys All Purchases 308 New Holdings 53 Increased Positions 255 Sells All Sells 243 Reductions 243 Sold out 0 Options Calls 0 Puts 0
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