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Modera Wealth Management’s SES AI SES Stock Holding History

Modera Wealth Management’s Portfolio SES Stock Details SES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-21,000
Closed -$10.9K – 653
2025
Q1 		$10.9K Buy
+21,000
New +$10.9K ﹤0.01% 606