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 |
|---|---|---|---|---|---|---|---|---|---|
| FIDELITY COVINGTON TRUST | MSCI RL EST ETF | 601 | $357,425 | 14,105 | 0.00 | 0.00 | 55 | 0.39 | 06-30-2024 |
| CAMPBELL SOUP CO | COM | 602 | $349,500 | 7,734 | 0.00 | 0.00 | -182 | -2.30 | 06-30-2024 |
| MICROCHIP TECHNOLOGY INC. | COM | 603 | $341,719 | 3,735 | 0.00 | 0.00 | 6 | 0.16 | 06-30-2024 |
| LAUDER ESTEE COS INC | CL A | 604 | $341,451 | 3,209 | 0.00 | 0.00 | -7,481 | -69.98 | 06-30-2024 |
