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Jefferies Finl Group shares owned by Modera Wealth Management

Quarter-by-quarter ownership of Jefferies Finl Group (JEF) shares owned by Modera Wealth Management from 13F filings

Historical chart of Modera Wealth Management investment in Jefferies Finl Group

Tip: Access up to 7 years of quarterly data

All positions including Jefferies Finl Group held by Modera Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Jefferies Finl Group by Modera Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.3M 98k 44.10
2023-12-31 $4.1M 101k 40.41
2023-09-30 $3.9M 105k 36.63
2023-06-30 $3.9M 117k 33.17

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)
Ishares Tr Core Msci Eafe (IEFA)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr 0-5 Yr Tips Etf (STIP)
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Internatnal Val (DFIV)

View all positions for Modera Wealth Management

Top funds holding Jefferies Finl Group

Vanguard Group
BlackRock
Allspring Global Investments Holdings
First Pacific Advisors
Dimensional Fund Advisors
Alliancebernstein
Barrow, Hanley, Mewhinney & Strauss
Donald Smith & Co
Norges Bank Investment Management
Bank of New York Mellon
Jpmorgan Chase & Co
Millennium Management
Principal Financial Group
Captrust Financial Advisors
Arrowstreet Capital, Limited Partnership

View all funds holding Jefferies Finl Group