Modera Wealth Management, LLC
Holdings in NCDL
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $251,365 | 18,843 | Shares | Sole | 2026-01-21 |
| 2025-09-30 | $252,305 | 18,283 | Shares | Sole | 2025-10-31 |
| 2025-06-30 | $283,697 | 17,523 | Shares | Sole | 2025-08-06 |
| 2025-03-31 | $287,573 | 16,936 | Shares | Sole | 2025-05-08 |
| 2024-12-31 | $275,426 | 16,414 | Shares | Sole | 2025-02-06 |