Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
MONETA GROUP INVESTMENT ADVISORS LLC | 02-15-2024 | 12-31-2023 | 565 | 5,060,796,201 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
KEURIG DR PEPPER INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 181 | 0.08 | 12-31-2023 |
EMERSON ELEC CO | COM | 102 | $6,913,939 | 71,036 | 0.00 | 0.00 | 4,109 | 6.14 | 12-31-2023 |
ALBEMARLE CORP | COM | 103 | $6,881,660 | 47,631 | 0.00 | 0.00 | 11 | 0.02 | 12-31-2023 |
ISHARES TR | S&P MC 400VL ETF | 104 | $6,858,413 | 60,140 | 0.00 | 0.00 | 1,036 | 1.75 | 12-31-2023 |