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 |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | INTL SMCAP DIV | Liquidated | $0 | 0 | 0.00 | 0.00 | 5,317 | 130.54 | 12-31-2023 |
| THE TRADE DESK INC | COM CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | -2,408 | -42.98 | 12-31-2023 |
| SPDR SER TR | S&P 600 SMCP GRW | Liquidated | $0 | 0 | 0.00 | 0.00 | 5,334 | 183.93 | 12-31-2023 |
| YUM CHINA HLDGS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
