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 |
|---|---|---|---|---|---|---|---|---|---|
| RIO TINTO PLC | SPONSORED ADR | 201 | $4,429,850 | 67,190 | 0.00 | 0.00 | 547 | 0.82 | 06-30-2024 |
| JEFFERIES FINL GROUP INC | COM | 202 | $4,377,370 | 87,970 | 0.00 | 0.00 | -9,945 | -10.16 | 06-30-2024 |
| MASTERCARD INCORPORATED | CL A | 203 | $4,354,645 | 9,871 | 0.00 | 0.00 | -46 | -0.46 | 06-30-2024 |
| ISHARES TR | TIPS BD ETF | 204 | $4,346,124 | 40,702 | 0.00 | 0.00 | 28 | 0.07 | 06-30-2024 |
