Modera Wealth Management, LLC Jpmorgan Diversified Return Us Put Options Transaction History
Modera Wealth Management, LLC
- $6.75 Billion
- Q2 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
84Shares Held
3.07MCall Options Held
0Put Options Held
0-
Planning Alternatives LTD517KShares$61.7 Million9.14% of portfolio
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St Germain D J CO Inc Springfield, MA480KShares$57.3 Million2.57% of portfolio
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Bank Of America Corp Charlotte, NC234KShares$27.9 Million0.0% of portfolio
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Captrust Financial Advisors Raleigh, NC214KShares$25.6 Million0.08% of portfolio
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Quantitative Advantage, LLC Minnetonka, MN198KShares$23.6 Million2.74% of portfolio