Shares

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

Feb 11, 2025

SELL
N/A
-2,750 Reduced 16.3%
14,125 $0
Q3 2024

Nov 12, 2024

BUY
N/A
700 Added 4.33%
16,875 $0
Q2 2024

Aug 13, 2024

BUY
N/A
125 Added 0.78%
16,175 $0
Q1 2024

Aug 13, 2024

BUY
N/A
16,050 New
16,050 $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.