Modera Wealth Management, LLC's ownership history for AEP

Modera Wealth Management, LLC currently holds 5.3K shares with a market value of $690.9K. 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 $690.9K on 2026-03-31. At its lowest, it held 5.3K shares on 2026-03-31, with a value of $572.9K on 2025-06-30. In the recent 180 days, Modera Wealth Management, LLC has decreased its shares by 201. In the recent year, Modera Wealth Management, LLC has decreased its shares by 558.