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
ISHARES TR ISHARES BIOTECH 351 $600,991 4,424 0.00 0.00 -115 -2.53 12-31-2023
HOULIHAN LOKEY INC CL A 352 $598,351 4,990 0.00 0.00 -88 -1.73 12-31-2023
HF SINCLAIR CORP COM 353 $597,361 10,750 0.00 10,750 +Inf 12-31-2023
MARATHON PETE CORP COM 354 $596,257 4,019 0.00 0.00 417 11.58 12-31-2023
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