Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
MONETA GROUP INVESTMENT ADVISORS LLC | 08-13-2024 | 06-30-2024 | 609 | 6,262,588,487 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
MATTERPORT INC | COM CL A | 801 | $151,426 | 33,876 | 0.00 | 0.00 | 1,000 | 3.04 | 06-30-2024 |
WARNER BROS DISCOVERY INC | COM SER A | 802 | $149,127 | 20,044 | 0.00 | 0.00 | -12,780 | -38.93 | 06-30-2024 |
NERDY INC | CL A COM | 803 | $132,403 | 79,283 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
MANHATTAN BRDG CAP INC | COM | 804 | $126,967 | 24,702 | 0.00 | 0.00 | 7,168 | 40.88 | 06-30-2024 |