Modera Wealth Management, LLC MANAGER DIRECTED PORTFOLIOS Transaction History

Modera Wealth Management, LLC

  • $6.54 Billion
  • Q1 2024
Number of Shares
74,363
Previous 70,606 5.32%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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