Number of Shares
11,095
Previous 12,224 9.24%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025

SELL
N/A
-1,129 Reduced 9.24%
11,095 $0
Q3 2024

Nov 12, 2024

BUY
N/A
1,116 Added 10.05%
12,224 $0
Q2 2024

Aug 13, 2024

SELL
N/A
-86 Reduced 0.77%
11,108 $0
Q1 2024

Aug 13, 2024

BUY
N/A
986 Added 9.66%
11,194 $0
Q4 2023

Feb 15, 2024

SELL
N/A
-147 Reduced 1.42%
10,208 $0
Q3 2023

Nov 15, 2023

SELL
N/A
-366 Reduced 3.41%
10,355 $0
Q2 2023

Aug 15, 2023

BUY
N/A
516 Added 5.06%
10,721 $0
Q1 2023

May 15, 2023

BUY
N/A
10,205 New
10,205 $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.