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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | NUVEEN BLOOMBERG | 501 | $330,722 | 13,072 | 0.00 | 13,072 | +Inf | 12-31-2023 | |
| AMETEK INC | COM | 502 | $329,945 | 2,001 | 0.00 | 0.00 | 85 | 4.44 | 12-31-2023 |
| OCCIDENTAL PETE CORP | COM | 503 | $329,628 | 5,520 | 0.00 | 0.00 | 836 | 17.85 | 12-31-2023 |
| SMUCKER J M CO | COM NEW | 504 | $326,187 | 2,581 | 0.00 | 0.00 | -418 | -13.94 | 12-31-2023 |
