Modera Wealth Management »

Invesco Water Resource Port shares owned by Modera Wealth Management

Quarter-by-quarter ownership of Invesco Water Resource Port (PHO) shares owned by Modera Wealth Management from 13F filings

Historical chart of Modera Wealth Management investment in Invesco Water Resource Port

Tip: Access up to 7 years of quarterly data

All positions including Invesco Water Resource Port held by Modera Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Invesco Water Resource Port by Modera Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $361k 5.9k 60.86
2023-09-30 $315k 5.9k 53.18
2023-06-30 $334k 5.9k 56.39

More positions owned by Modera Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Mktwide Value (DFUV)

View all positions for Modera Wealth Management

Top funds holding Invesco Water Resource Port

Bank of America Corporation
UBS Group
HighTower Advisors
Commonwealth Equity Services
Royal Bank of Canada
Pnc Financial Services
Wells Fargo & Company
Polianta
Advisor Group Holdings
First National Bank & Trust Co Of Newtown
William Blair $ Company
Hamilton Wealth
Money Design
CWM
Raymond James Financial Services Advisors

View all funds holding Invesco Water Resource Port