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 |
|---|---|---|---|---|---|---|---|---|---|
| SPROTT PHYSICAL GOLD TR | UNIT | 801 | $225,750 | 12,500 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| RYDER SYS INC | COM | 802 | $224,843 | 1,815 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| MARTIN MARIETTA MATLS INC | COM | 803 | $224,306 | 414 | 0.00 | 0.00 | 1 | 0.24 | 06-30-2024 |
| MYERS INDS INC | COM | 804 | $220,757 | 16,499 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
