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 |
---|---|---|---|---|---|---|---|---|---|
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 |