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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | S&P REGL BKG | Liquidated | $0 | 0 | 0.00 | 32,844 | +Inf | 12-31-2023 | |
| ISHARES TR | S&P SML 600 GWT | 302 | $1,501,759 | 12,001 | 0.00 | 0.00 | -33,186 | -73.44 | 12-31-2023 |
| HOLOGIC INC | COM | 303 | $1,497,879 | 20,964 | 0.00 | 0.00 | 2 | 0.01 | 12-31-2023 |
| ILLINOIS TOOL WKS INC | COM | 304 | $1,481,795 | 5,657 | 0.00 | 0.00 | 88 | 1.58 | 12-31-2023 |
