Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MODERA WEALTH MANAGEMENT LLC | 02-14-2024 | 12-31-2023 | 524 | 6,044,406,135 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHANGE TRADED FD | WTR ETF | 251 | $2,561,258 | 27,018 | 0.00 | 27,018 | +Inf | 12-31-2023 | |
| QUALCOMM INC | COM | 252 | $2,491,117 | 17,224 | 0.00 | 0.00 | -564 | -3.17 | 12-31-2023 |
| DEERE & CO | COM | 253 | $2,483,593 | 6,211 | 0.00 | 0.00 | -26 | -0.42 | 12-31-2023 |
| VANGUARD INDEX FDS | MID CAP ETF | 254 | $2,483,224 | 10,674 | 0.00 | 0.00 | -12,256 | -53.45 | 12-31-2023 |
