Modera Wealth Management, LLC Jpmorgan Diversified Return Us Call Options Transaction History
Modera Wealth Management, LLC
- $6.54 Billion
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding JPUS
# of Institutions
88Shares Held
3.32MCall Options Held
4KPut Options Held
0-
Planning Alternatives LTD516KShares$56.2 Million9.5% of portfolio
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St Germain D J CO Inc Springfield, MA505KShares$54.9 Million2.78% of portfolio
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Ubs Group Ag310KShares$33.8 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC236KShares$25.7 Million0.0% of portfolio
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Captrust Financial Advisors Raleigh, NC212KShares$23.1 Million0.08% of portfolio