Modera Wealth Management, LLC J P MORGAN EXCHANGE TRADED F Transaction History

Modera Wealth Management, LLC

  • $8.27 Billion
  • Q4 2025
Number of Shares
64,378
Previous 71,513 9.98%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 21, 2026
SELL
N/A
-7,135 Reduced 9.98%
64,378 $0
Q3 2025

Oct 31, 2025
BUY
N/A
1,289 Added 1.84%
71,513 $0
Q2 2025

Aug 06, 2025
SELL
N/A
-2,996 Reduced 4.09%
70,224 $0
Q1 2025

May 08, 2025
SELL
N/A
-4,384 Reduced 5.65%
73,220 $0
Q4 2024

Feb 05, 2025
SELL
N/A
-328 Reduced 0.42%
77,604 $0
Q3 2024

Oct 24, 2024
SELL
N/A
-285 Reduced 0.36%
77,932 $0
Q2 2024

Jul 29, 2024
BUY
N/A
1,125 Added 1.46%
78,217 $0
Q1 2024

May 14, 2024
BUY
N/A
3,061 Added 4.13%
77,092 $0
Q4 2023

Feb 14, 2024
BUY
N/A
13,252 Added 21.8%
74,031 $0
Q3 2023

Nov 30, 2023
BUY
N/A
56,912 Added 1471.74%
60,779 $0
Q3 2023

Nov 01, 2023
BUY
N/A
3,867 New
3,867 $0
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