Modera Wealth Management, LLC's ownership history for AEP

Modera Wealth Management, LLC currently holds 5.5K shares with a market value of $615.6K. It started holding AEP on 2024-09-30. At its peak, it held 6.4K shares on 2024-12-31. Its highest holding value was $636.9K on 2025-03-31. At its lowest, it held 5.5K shares on 2025-09-30, with a value of $572.9K on 2025-06-30. In the recent 180 days, Modera Wealth Management, LLC has decreased its shares by 357. In the recent year, Modera Wealth Management, LLC has decreased its shares by 382.