Moneta Group Investment Advisors LLC Options Holdings

Moneta Group Investment Advisors LLC

  • $8.23 Billion
  • Q2 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
IREN
Iris Energy LTD

Financial Services
CALL
$198,000
13.6K
Q2 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 708
  • Current Value $8.23 Billion
  • Prior Value $7.15 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 65 stocks
  • Additional Purchases 395 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 194 stocks
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