Moneta Group Investment Advisors LLC Sells in Q3 2024

Moneta Group Investment Advisors LLC

  • $9.24 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DHR
Danaher Corp

Healthcare
-611
- 2.22%
$239.25 - $280.76 $146K - $172K
26.9K $7.48M
KO
Coca Cola CO

Consumer Defensive
-427
- 0.52%
$62.69 - $73.01 $26.8K - $31.2K
81.9K $5.89M
EFSC
Enterprise Financial Services Corp

Financial Services
-3.05K
- 3.69%
$38.94 - $54.0 $119K - $164K
79.6K $4.08M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-812
- 1.34%
$283.28 - $314.39 $230K - $255K
60K $18.8M
IBM
International Business Machines Corp

Technology
-234
- 1.29%
$175.1 - $223.38 $41K - $52.3K
17.9K $3.95M
ICF
Ishares Tr

ETFs
-1.72K
- 1.52%
$56.77 - $67.33 $97.5K - $116K
112K $7.35M
HD
Home Depot, Inc.

Consumer Cyclical
-402
- 2.18%
$333.64 - $405.2 $134K - $163K
18K $7.29M
VT
Vanguard Total World Stk Index

ETFs
-916
- 0.6%
$107.72 - $119.96 $98.7K - $110K
152K $18.2M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-17.2K
- 5.17%
$117.9 - $128.2 $2.03M - $2.21M
316K $40.5M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-72
- 0.07%
$111.9 - $124.28 $8.06K - $8.95K
101K $12.5M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-46
- 0.38%
$1015.62 - $1159.62 $46.7K - $53.3K
12.2K $14.1M
IWN
Ishares Russell2000 Val ETF

ETFs
-1.75K
- 1.76%
$150.05 - $171.34 $263K - $300K
98K $16.4M
DVY
Ishares Tr

ETFs
-244
- 0.28%
$119.99 - $135.74 $29.3K - $33.1K
88K $11.9M
UNH
Unitedhealth Group Inc

Healthcare
-1.05K
- 4.35%
$488.01 - $604.18 $514K - $637K
23.2K $13.6M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-17.9K
- 3.25%
$58.03 - $65.37 $1.04M - $1.17M
532K $34.4M
TSLA
Tesla, Inc.

Consumer Cyclical
-148
- 0.55%
$191.76 - $263.26 $28.4K - $39K
26.8K $7.02M
IWS
Ishares Russell Midcap Value E

ETFs
-58
- 0.04%
$119.52 - $132.25 $6.93K - $7.67K
161K $21.3M
VTI
Vanguard Total Stock Market Et

ETFs
-12.2K
- 3.43%
$255.18 - $283.2 $3.12M - $3.46M
344K $97.4M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-5.72K
- 1.19%
$60.13 - $68.17 $344K - $390K
474K $32.1M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-48.6K
- 4.23%
$19.78 - $23.53 $961K - $1.14M
1.1M $25.5M
IVW
Ishares S&P 500 Growth ETF

ETFs
-8.92K
- 0.73%
$84.77 - $97.13 $756K - $867K
1.22M $117M
VEU
Vanguard Ftse All World Ex Us

ETFs
-7.12K
- 0.83%
$56.47 - $63.69 $402K - $454K
852K $53.7M
IWD
Ishares Russell 1000 Val ETF

ETFs
-7.65K
- 2.39%
$173.36 - $189.8 $1.33M - $1.45M
313K $59.4M
IVE
Ishares S&P 500 Value ETF

ETFs
-2.7K
- 0.82%
$181.06 - $197.17 $490K - $533K
329K $64.8M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-1.29K
- 0.37%
$125.95 - $142.04 $162K - $183K
347K $49.3M
VNQ
Vanguard Specialized Funds Van

ETFs
-16.8K
- 3.35%
$82.97 - $98.97 $1.4M - $1.66M
485K $47.2M
Activity Summary
Buys All Purchases 320 New Holdings 63 Increased Positions 257 Sells All Sells 277 Reductions 277 Sold out 0 Options Calls 0 Puts 0
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