Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MOLONEY SECURITIES ASSET MANAGEMENT LLC | 01-30-2024 | 12-31-2023 | 458 | 629,803,836 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ALTERYX INC CLASS A COMMON STO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 3,450 | 27.71 | 12-31-2023 |
| FIRST TR EXCHANGE TRADED FD IV | COM | 352 | $597,241 | 25,877 | 0.00 | 0.00 | 6,579 | 34.09 | 12-31-2023 |
| KKR & CO INC COMMON STOCK | COM | 353 | $592,295 | 7,149 | 0.00 | 0.00 | 1 | 0.01 | 12-31-2023 |
| MONDELEZ INTERNATIONAL INC COM | COM | 354 | $589,435 | 8,138 | 0.00 | 0.00 | 306 | 3.91 | 12-31-2023 |
