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Institutional Investment Manager
Modera Wealth Management, LLC
Modera Wealth Management, LLC (CIK: 0001542143) incorporated in Delaware, located at 56 Jefferson Avenue, Westwood, NJ. Institutional holdings reported to the SEC.
Institutional Holdings (2016Q2)
Portfolio Summary: 103 holdings with a total value of $286,054,000.
#
Name
Shares
Value ($)
%
Options
Notes
101 STEWARDSHIP FINL CORP 18,702 120,000 0.04%
102 BARCLAYS BANK 11,740 73,000 0.03%
103 SYNERGY PHARMACEUTICALS DEL 10,500 40,000 0.01%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001221073-16-000190, filed 2016.08.09).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.