Modera Wealth Management, LLC MANAGER DIRECTED PORTFOLIOS Transaction History

Modera Wealth Management, LLC

  • $7.91 Billion
  • Q2 2025
Number of Shares
68,203
Previous 67,878 0.48%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 06, 2025
BUY
N/A
325 Added 0.48%
68,203 $0
Q1 2025

May 08, 2025
BUY
N/A
130 Added 0.19%
67,878 $0
Q4 2024

Feb 05, 2025
SELL
N/A
-3,089 Reduced 4.36%
67,748 $0
Q3 2024

Oct 24, 2024
SELL
N/A
-11,439 Reduced 13.9%
70,837 $0
Q2 2024

Jul 29, 2024
BUY
N/A
7,913 Added 10.64%
82,276 $0
Q1 2024

May 14, 2024
BUY
N/A
3,757 Added 5.32%
74,363 $0
Q4 2023

Feb 14, 2024
BUY
N/A
70,606 New
70,606 $0
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