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 |
|---|---|---|---|---|---|---|---|---|---|
| SYSCO CORP | COM | 401 | $472,069 | 6,455 | 0.00 | 0.00 | -152 | -2.30 | 12-31-2023 |
| TRACTOR SUPPLY CO | COM | 402 | $468,550 | 2,179 | 0.00 | 0.00 | 24 | 1.11 | 12-31-2023 |
| CARRIER GLOBAL CORPORATION | COM | 403 | $463,233 | 8,063 | 0.00 | 0.00 | 34 | 0.42 | 12-31-2023 |
| ISHARES TR | US REGNL BKS ETF | 404 | $455,763 | 10,893 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
