Number of Shares
108,198
Previous 108,198 -0.0%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

SELL
N/A
-2,447 Reduced 2.21%
108,198 $0
Q4 2023

Feb 15, 2024

BUY
N/A
53,578 Added 93.89%
110,645 $0
Q3 2023

Nov 15, 2023

SELL
N/A
-2,413 Reduced 4.06%
57,067 $0
Q2 2023

Aug 15, 2023

BUY
N/A
27,056 Added 83.44%
59,480 $0
Q1 2023

May 15, 2023

BUY
N/A
32,424 New
32,424 $0
Track This Portfolio

Track Moneta Group Investment Advisors LLC Portfolio

Follow Moneta Group Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Moneta Group Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moneta Group Investment Advisors LLC with notifications on news.