MWM
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Modera Wealth Management’s Arm ARM Stock Holding History

Modera Wealth Management’s Portfolio ARM Stock Details ARM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,690
Closed -$242K – 614
2024
Q3 		$242K Buy
+1,690
New +$242K ﹤0.01% 540