Modera Wealth Management, LLC Jpmorgan Diversified Return Us Put Options Transaction History
Modera Wealth Management, LLC
- $8.14 Billion
- Q4 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding JPUS
# of Institutions
92Shares Held
3.12MCall Options Held
0Put Options Held
0-
Planning Alternatives LTD526KShares$60.7 Million9.3% of portfolio
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St Germain D J CO Inc Springfield, MA445KShares$51.3 Million2.38% of portfolio
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Bank Of America Corp Charlotte, NC263KShares$30.4 Million0.0% of portfolio
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Captrust Financial Advisors Raleigh, NC205KShares$23.6 Million0.07% of portfolio
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Quantitative Advantage, LLC Minnetonka, MN198KShares$22.8 Million2.74% of portfolio