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
MODERNA INC COM Liquidated $0 0 0.00 0.00 84 3.20 12-31-2023
TRAEGER INC COMMON STOCK 552 $279,650 102,436 0.00 0.00 26,889 35.59 12-31-2023
CURTISS WRIGHT CORP COM 553 $279,601 1,255 0.00 0.00 18 1.46 12-31-2023
VIPER ENERGY INC CL A 554 $277,077 8,830 0.00 8,830 +Inf 12-31-2023
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