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

Modera Wealth Management, LLC

  • $7.91 Billion
  • Q2 2025
Number of Shares
70,224
Previous 73,220 4.09%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
SELL
N/A
-2,996 Reduced 4.09%
70,224 $0
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
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