Moneta Group Investment Advisors LLC Spdr Index Shs Fds S&P North A Transaction History
Moneta Group Investment Advisors LLC
- $7.15 Billion
- Q1 2025
Shares
4 transactions
Others Institutions Holding NANR
# of Institutions
109Shares Held
8.85MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA5.94MShares$347 Million0.71% of portfolio
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Capital Wealth Management, LLC W. Warwick, RI332KShares$19.4 Million7.03% of portfolio
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Franklin Resources Inc San Mateo, CA182KShares$10.7 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC166KShares$9.73 Million0.0% of portfolio
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Morgan Stanley New York, NY154KShares$8.99 Million0.0% of portfolio