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
EDWARDS LIFESCIENCES CORP COM 251 $1,136,430 14,904 0.00 0.00 -22 -0.15 12-31-2023
SUBURBAN PROPANE PARTNERS L UNIT LTD PARTN 252 $1,126,854 63,449 0.00 0.00 -756 -1.18 12-31-2023
BECTON DICKINSON & CO COM 253 $1,118,236 4,586 0.00 0.00 201 4.58 12-31-2023
WELLS FARGO CO NEW COM 254 $1,111,149 22,575 0.00 0.00 -720 -3.09 12-31-2023
logo   

Please upgrade to premium to see all results. Signup if you don't have an account.

Login Signup
Debug Info- Version: 2.6