Modera Wealth Management, LLC J P MORGAN EXCHANGE TRADED F Transaction History

Modera Wealth Management, LLC

  • $7.26 Billion
  • Q1 2025
Number of Shares
73,220
Previous 77,604 5.65%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
SELL
N/A
-4,384 Reduced 5.65%
73,220 $0
Q4 2024

Feb 05, 2025
SELL
N/A
-328 Reduced 0.42%
77,604 $0
Q3 2024

Oct 24, 2024
SELL
N/A
-285 Reduced 0.36%
77,932 $0
Q2 2024

Jul 29, 2024
BUY
N/A
1,125 Added 1.46%
78,217 $0
Q1 2024

May 14, 2024
BUY
N/A
3,061 Added 4.13%
77,092 $0
Q4 2023

Feb 14, 2024
BUY
N/A
13,252 Added 21.8%
74,031 $0
Q3 2023

Nov 30, 2023
BUY
N/A
56,912 Added 1471.74%
60,779 $0
Q3 2023

Nov 01, 2023
BUY
N/A
3,867 New
3,867 $0
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