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 |
|---|---|---|---|---|---|---|---|---|---|
| ROCKWELL AUTOMATION INC | COM | 651 | $311,824 | 1,004 | 0.00 | 0.00 | -12 | -1.18 | 12-31-2023 |
| PACER FDS TR | US CASH COWS 100 | 652 | $308,353 | 5,931 | 0.00 | 5,931 | +Inf | 12-31-2023 | |
| ISHARES TR | MSCI INTL QUALTY | Liquidated | $0 | 0 | 0.00 | 3,353 | +Inf | 12-31-2023 | |
| ISHARES TR | CORE DIV GRWTH | 654 | $306,476 | 5,694 | 0.00 | 5,694 | +Inf | 12-31-2023 |
