Modera Wealth Management, LLC Options Holdings

Modera Wealth Management, LLC

  • $7.79 Billion
  • Q3 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 604
  • Current Value $7.79 Billion
  • Prior Value $6.75 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 24, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 53 stocks
  • Additional Purchases 255 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 243 stocks
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