Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MODERA WEALTH MANAGEMENT LLC | 07-29-2024 | 06-30-2024 | 573 | 6,787,306,836 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AVADEL PHARMACEUTICALS PLC | COM SHS | 151 | $8,472,669 | 602,608 | 0.00 | 602,608 | +Inf | 06-30-2024 | |
| EXXON MOBIL CORP | COM | 152 | $8,086,090 | 70,241 | 0.00 | 0.00 | 437 | 0.63 | 06-30-2024 |
| COMCAST CORP NEW | CL A | 153 | $8,034,262 | 205,165 | 0.00 | 0.00 | -27,188 | -11.70 | 06-30-2024 |
| STMICROELECTRONICS N V | NY REGISTRY | 154 | $7,681,109 | 195,548 | 0.00 | 0.00 | 72,371 | 58.75 | 06-30-2024 |
