Modus Advisors LLC Makes New Investment in International …

Jan 4, 2025 · Modus Advisors LLC purchased a new stake in International Business Machines Co. (NYSE:IBM – Free Report) during the fourth quarter, according to its most recent filing …

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Modus Advisors LLC Takes $46,000 Position In MGM Resorts …

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Jan 4, 2025 · Finally, Brooklyn Investment Group bought a new position in MGM Resorts International in the 3rd quarter worth about $44,000. Hedge funds and other institutional …

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Modus Advisors LLC Makes New $82,000 Investment In Alibaba …

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Jan 4, 2025 · Modus Advisors LLC acquired a new stake in Alibaba Group Holding Limited (NYSE:BABA – Free Report) during the fourth quarter, according to its most recent filing with …

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FNY Investment Advisers LLC Makes New $879,000 Investment In ...

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1 day ago · Oliver Lagore Vanvalin Investment Group acquired a new position in shares of International Business Machines during the second quarter valued at $36,000. Finally, Modus …

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Modus Advisors LLC Invests $46,000 In MGM Resorts International …

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Jan 4, 2025 · Modus Advisors LLC purchased a new position in MGM Resorts International (NYSE:MGM – Free Report) during the 4th quarter, Holdings Channel reports. The fund …

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Modus Advisors LLC Makes New $202,000 Investment In …

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Oct 10, 2024 · Modus Advisors LLC bought a new position in shares of JPMorgan Market Expansion Enhanced Equity ETF (NYSEARCA:JMEE – Free Report) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 3,316 shares of the company’s stock, valued at approximately …

americanbankingnews.com

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Modus Advisors LLC Makes New $52,000 Investment In IShares …

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Jan 4, 2025 · Modus Advisors LLC bought a new position in shares of iShares MSCI Global Min Vol Factor ETF (BATS:ACWV – Free Report) during the 4th quarter, according to the company …

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MODUS ADVISORS, LLC Top 13F Holdings - WhaleWisdom.com

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Modus Advisors is a large advisory firm with 319 clients and discretionary assets under management (AUM) of $424,426,178 (Form ADV from 2024-02-26). Their last reported 13F filing for Q4 2024 included $319,228,721 in managed 13F securities and a top 10 holdings concentration of 32.33%. Modus Advisors's largest holding is iShares Gold Trust with ...

whalewisdom.com

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Modus Advisors LLC Makes New $61,000 Investment In Morgan …

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Jan 4, 2025 · Modus Advisors LLC bought a new position in shares of Morgan Stanley (NYSE:MS – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the …

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Clarus Wealth Advisors Makes New Investment In Marriott …

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1 day ago · Darwin Wealth Management LLC acquired a new stake in Marriott International in the third quarter valued at about $33,000. Cyrus J. Lawrence LLC acquired a new position in …

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Modus Advisors LLC Invests $44,000 In Okta, Inc. (NASDAQ:OKTA)

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Jan 4, 2025 · Modus Advisors LLC bought a new position in shares of Okta, Inc. (NASDAQ:OKTA – Free Report) during the fourth quarter, according to its most recent disclosure with the …

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Pines Wealth Management LLC Makes New $645,000 Investment …

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1 day ago · Pines Wealth Management LLC bought a new stake in shares of Honeywell International Inc. (NASDAQ:HON - Free Report) in the 4th quarter, according to its most …

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FAQs about Modus Advisors LLC Makes New Investment in International … Coupon?

Does modus advisors own MGM Resorts International?

Modus Advisors LLC acquired a new stake in MGM Resorts International (NYSE:MGM – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 1,335 shares of the company’s stock, valued at approximately $46,000. ...

Did modus advisors buy Morgan Stanley?

Modus Advisors LLC bought a new position in shares of Morgan Stanley (NYSE:MS – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 482 shares of the financial services provider’s stock, valued at approximately $61,000. ...

Did modus advisors buy DocuSign?

Modus Advisors LLC bought a new stake in DocuSign, Inc. (NASDAQ:DOCU – Free Report) in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor bought 400 shares of the company’s stock, valued at approximately $36,000. ...

Who is Modera wealth management?

Modera Wealth Management’s roots can be traced back to 1983. It formed a two-office regional firm in 2011 through a merger between Back Bay Financial Group, Inc. and Modera Capital, Inc. The latter, Modera Capital, Inc. is now a financial holding company and owns the firm. ...

Who owns advisors Capital Management?

The merged firm became Advisors Capital Management, and it remains majority-owned by Lieberman. The firm’s senior economic advisor is Dr. Alan Greenspan, who served as the chairman of the U.S. Federal Reserve from 1987 to 2006. Advisors Capital Management provides most of the services that typical financial advisor firms do. ...