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 |
---|---|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | EXTEND MKT ETF | 151 | $3,926,131 | 23,879 | 0.00 | 0.00 | -10,604 | -30.75 | 12-31-2023 |
ENTERPRISE FINL SVCS CORP | COM | 152 | $3,837,959 | 85,957 | 0.00 | 0.00 | 173 | 0.20 | 12-31-2023 |
VANGUARD BD INDEX FDS | SHORT TRM BOND | 153 | $3,831,168 | 49,743 | 0.00 | 0.00 | 982 | 2.01 | 12-31-2023 |
ONEOK INC NEW | COM | 154 | $3,808,656 | 54,239 | 0.00 | 0.00 | 1,458 | 2.76 | 12-31-2023 |