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 |
|---|---|---|---|---|---|---|---|---|---|
| ESSENTIAL UTILS INC | COM | 351 | $1,064,440 | 28,514 | 0.00 | 0.00 | -3,989 | -12.27 | 06-30-2024 |
| WELLS FARGO CO NEW | COM | 352 | $1,059,950 | 17,847 | 0.00 | 0.00 | -6,390 | -26.36 | 06-30-2024 |
| TJX COS INC NEW | COM | 353 | $1,046,221 | 9,502 | 0.00 | 0.00 | -40 | -0.42 | 06-30-2024 |
| BOEING CO | COM | 354 | $1,007,790 | 5,537 | 0.00 | 0.00 | -124 | -2.19 | 06-30-2024 |
