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 |
|---|---|---|---|---|---|---|---|---|---|
| LINDE PLC | SHS | 451 | $564,412 | 1,374 | 0.00 | 0.00 | -41 | -2.90 | 12-31-2023 |
| EATON CORP PLC | SHS | 452 | $560,134 | 2,326 | 0.00 | 0.00 | -149 | -6.02 | 12-31-2023 |
| SAP SE | SPON ADR | 453 | $553,432 | 3,580 | 0.00 | 0.00 | -19 | -0.53 | 12-31-2023 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 454 | $547,286 | 3,247 | 0.00 | 3,247 | +Inf | 12-31-2023 |
