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