Modera Wealth Management, LLC Ishares Morningstar Value ETF Transaction History
Modera Wealth Management, LLC
- $8.14 Billion
- Q4 2024
Shares
1 transactions
Others Institutions Holding ILCV
# of Institutions
162Shares Held
9.01MCall Options Held
117KPut Options Held
0-
Equitable Holdings, Inc. New York, NY924KShares$70.7 Million0.74% of portfolio
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Bank Of America Corp Charlotte, NC759KShares$58.1 Million0.01% of portfolio
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Steele Capital Management, Inc. Dubuque, IA691KShares$52.9 Million2.93% of portfolio
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Matrix Trust CO690KShares$52.8 Million9.47% of portfolio
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Ubs Group Ag503KShares$38.5 Million0.01% of portfolio