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 |
|---|---|---|---|---|---|---|---|---|---|
| FORTIVE CORP | COM | 751 | $249,643 | 3,369 | 0.00 | 0.00 | 142 | 4.40 | 06-30-2024 |
| PARKER-HANNIFIN CORP | COM | 752 | $244,813 | 484 | 0.00 | 0.00 | 54 | 12.56 | 06-30-2024 |
| FIRST TR EXCH TRD ALPHDX FD | EMERG MKT ALPH | 753 | $243,351 | 10,165 | 0.00 | 10,165 | +Inf | 06-30-2024 | |
| WEBSTER FINL CORP | COM | 754 | $243,276 | 5,581 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
