Modera Wealth Management, LLC MANAGER DIRECTED PORTFOLIOS Transaction History

Modera Wealth Management, LLC

  • $7.79 Billion
  • Q3 2024
Number of Shares
70,837
Previous 82,276 13.9%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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