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 |
|---|---|---|---|---|---|---|---|---|---|
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 601 | $342,996 | 4,436 | 0.00 | 0.00 | 95 | 2.19 | 12-31-2023 |
| ISHARES TR | MSCI UK ETF NEW | Liquidated | $0 | 0 | 0.00 | 4,726 | +Inf | 12-31-2023 | |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 603 | $341,347 | 5,852 | 0.00 | 5,852 | +Inf | 12-31-2023 | |
| CAMPBELL SOUP CO | COM | 604 | $340,912 | 7,886 | 0.00 | 0.00 | -500 | -5.96 | 12-31-2023 |
