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
AMERICAN ELEC PWR CO INC COM Liquidated $0 0 0.00 0.00 359 12.34 12-31-2023
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 602 $245,287 3,172 0.00 0.00 -1,408 -30.74 12-31-2023
COCA COLA CONS INC COM 603 $242,829 262 0.00 262 +Inf 12-31-2023
AUTODESK INC COM 604 $242,019 994 0.00 0.00 20 2.05 12-31-2023
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