Modera Wealth Management, LLC
CIK
0001542143
City
WESTWOOD
State / Country
NJ
Holdings in BHRB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $448,632 | 7,200 | Shares | Sole | 2026-01-21 |
| 2025-09-30 | $444,168 | 7,200 | Shares | Sole | 2025-10-31 |
| 2025-06-30 | $370,326 | 6,200 | Shares | Sole | 2025-08-06 |
| 2025-03-31 | $347,882 | 6,200 | Shares | Sole | 2025-05-08 |
| 2024-12-31 | $391,620 | 6,280 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $383,017 | 6,280 | Shares | Sole | 2024-10-24 |