Modera Wealth Management, LLC
Holdings in WMG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,488,804 | 113,753 | Shares | Sole | 2026-01-21 |
| 2025-09-30 | $3,766,763 | 110,592 | Shares | Sole | 2025-10-31 |
| 2025-06-30 | $2,785,943 | 102,274 | Shares | Sole | 2025-08-06 |
| 2025-03-31 | $1,404,354 | 44,796 | Shares | Sole | 2025-05-08 |