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 |
|---|---|---|---|---|---|---|---|---|---|
| PERION NETWORK LTD | SHS NEW | Liquidated | $0 | 0 | 0.00 | 13,801 | +Inf | 06-30-2024 | |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 652 | $307,030 | 1,819 | 0.00 | 0.00 | -265 | -12.72 | 06-30-2024 |
| TEXAS ROADHOUSE INC | COM | 653 | $307,018 | 1,788 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| VERISIGN INC | COM | 654 | $306,350 | 1,723 | 0.00 | 0.00 | 1 | 0.06 | 06-30-2024 |
