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 |
|---|---|---|---|---|---|---|---|---|---|
| RPM INTL INC | COM | 551 | $426,736 | 3,963 | 0.00 | 0.00 | 41 | 1.05 | 06-30-2024 |
| INNOVATOR ETFS TRUST | POWER BUFFER SET | 552 | $421,905 | 13,842 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| AMERICAN TOWER CORP NEW | COM | 553 | $420,833 | 2,165 | 0.00 | 0.00 | 449 | 26.17 | 06-30-2024 |
| TE CONNECTIVITY LTD | SHS | 554 | $418,422 | 2,782 | 0.00 | 0.00 | -232 | -7.70 | 06-30-2024 |
