Modera Wealth Management, LLC DIMENSIONAL ETF TRUST Transaction History

Modera Wealth Management, LLC

  • $6.54 Billion
  • Q1 2024
Number of Shares
145,293
Previous 114,602 26.78%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
N/A
30,691 Added 26.78%
145,293 $0
Q4 2023

Feb 14, 2024
BUY
N/A
81,902 Added 250.46%
114,602 $0
Q3 2023

Nov 30, 2023
SELL
N/A
-518,172 Reduced 94.06%
32,700 $0
Q3 2023

Nov 01, 2023
BUY
N/A
522,551 Added 1845.1%
550,872 $0
Q2 2023

Aug 07, 2023
BUY
N/A
28,321 New
28,321 $0
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