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 |
|---|---|---|---|---|---|---|---|---|---|
| NUCOR CORP | COM | 301 | $1,568,816 | 9,924 | 0.00 | 0.00 | -43 | -0.43 | 06-30-2024 |
| PRUDENTIAL FINL INC | COM | 302 | $1,524,468 | 13,009 | 0.00 | 0.00 | -954 | -6.83 | 06-30-2024 |
| SELECT SECTOR SPDR TR | INDL | 303 | $1,518,445 | 12,460 | 0.00 | 0.00 | -63 | -0.50 | 06-30-2024 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | 304 | $1,509,090 | 61,270 | 0.00 | 0.00 | 6,801 | 12.49 | 06-30-2024 |
