Modera Wealth Management, LLC's ownership history for WSO

Modera Wealth Management, LLC currently holds 1.2K shares with a market value of $470.6K. It started holding WSO on 2024-09-30. At its peak, it held 1.2K shares on 2024-12-31. Its highest holding value was $594.2K on 2025-03-31. At its lowest, it held 1.2K shares on 2025-09-30, with a value of $470.6K on 2025-09-30. In the recent 180 days, Modera Wealth Management, LLC has decreased its shares by 5. In the recent year, Modera Wealth Management, LLC has decreased its shares by 39.