Modera Wealth Management, LLC Invesco ETF Tr Ii Global Clean Transaction History

Modera Wealth Management, LLC

  • $7.79 Billion
  • Q3 2024

A detailed history of Modera Wealth Management, LLC transactions in Invesco ETF Tr Ii Global Clean stock. As of the latest transaction made, Modera Wealth Management, LLC holds 17,685 shares of PBD stock, worth $229,197. This represents 0.0% of its overall portfolio holdings.

Number of Shares
17,685
Previous 18,806 5.96%
Holding current value
$229,197
Previous $254,000 2.76%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
SELL
$12.63 - $14.81 $14,158 - $16,602
-1,121 Reduced 5.96%
17,685 $247,000
Q2 2024

Jul 29, 2024
SELL
$13.16 - $14.96 $68,945 - $78,375
-5,239 Reduced 21.79%
18,806 $254,000
Q1 2024

May 14, 2024
SELL
$13.37 - $15.63 $31,218 - $36,496
-2,335 Reduced 8.85%
24,045 $340,000
Q4 2023

Feb 14, 2024
SELL
$13.23 - $16.21 $173,842 - $212,999
-13,140 Reduced 33.25%
26,380 $421,000
Q3 2023

Nov 30, 2023
BUY
$15.21 - $20.13 $601,099 - $795,537
39,520 New
39,520 $607,000
Q2 2023

Aug 07, 2023
BUY
$18.0 - $19.59 $713,196 - $776,194
39,622 New
39,622 $748,000

Others Institutions Holding PBD

# of Institutions
80
Shares Held
1.79M
Call Options Held
2.3K
Put Options Held
0
View Full List

About INVESCO ETF TR II GLOBAL CLEAN

PBD Quotes by TradingView
  • Ticker PBD
  • Sector ETFs
  • Industry ETFs
More about PBD
Track This Portfolio

Track Modera Wealth Management, LLC Portfolio

Follow Modera Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Modera Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modera Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email