Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2021

May 14, 2021

SELL
N/A
-49,207 Closed
0 $0
Q4 2020

Feb 12, 2021

SELL
N/A
-3,614 Reduced 6.84%
49,207 $807,000
Q3 2020

Nov 13, 2020

SELL
N/A
-4,433 Reduced 7.74%
52,821 $777,000
Q2 2020

Aug 12, 2020

BUY
N/A
57,254 New
57,254 $738,000
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.