Institution Information
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
Institutional Holdings
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
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