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 |
|---|---|---|---|---|---|---|---|---|---|
| EQUITY RESIDENTIAL | SH BEN INT | 851 | $213,429 | 3,078 | 0.00 | 3,078 | +Inf | 06-30-2024 | |
| FIDELITY NATL INFORMATION SV | COM | 852 | $211,988 | 2,813 | 0.00 | 0.00 | -195 | -6.48 | 06-30-2024 |
| POLARIS INC | COM | 853 | $211,124 | 2,696 | 0.00 | 0.00 | -501 | -15.67 | 06-30-2024 |
| DELTA AIR LINES INC DEL | COM NEW | 854 | $211,009 | 4,448 | 0.00 | 0.00 | 11 | 0.25 | 06-30-2024 |
