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 |
|---|---|---|---|---|---|---|---|---|---|
| DUKE ENERGY CORP NEW | COM NEW | 301 | $766,422 | 7,898 | 0.00 | 0.00 | 1,347 | 20.56 | 12-31-2023 |
| MARVELL TECHNOLOGY INC | COM | 302 | $758,760 | 12,581 | 0.00 | 0.00 | -38,129 | -75.19 | 12-31-2023 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 303 | $756,483 | 3,930 | 0.00 | 0.00 | -48 | -1.21 | 12-31-2023 |
| SCHLUMBERGER LTD | COM STK | 304 | $754,112 | 14,491 | 0.00 | 14,491 | +Inf | 12-31-2023 |
