MWM
ECF

Modera Wealth Management’s Ellsworth Growth & Income Fund ECF Stock Holding History

Modera Wealth Management’s Portfolio ECF Stock Details ECF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-22,294
Closed -$181K – 577
2024
Q1 		$181K Buy
+22,294
New +$181K ﹤0.01% 548