Moneta Group Investment Advisors »

shares owned by Moneta Group Investment Advisors

Quarter-by-quarter ownership of (CXDO) shares owned by Moneta Group Investment Advisors from 13F filings

Historical chart of Moneta Group Investment Advisors investment in

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All positions including held by Moneta Group Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in by Moneta Group Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $302k 40k 7.47

More positions owned by Moneta Group Investment Advisors

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)

View all positions for Moneta Group Investment Advisors

Top funds holding

BlackRock
Royce & Associates
Vanguard Capital Management
Essex Investment Management
Citadel Advisors
Acadian Asset Management
Goldman Sachs Group
Geode Capital Management
Renaissance Technologies
Dimensional Fund Advisors
Jane Street
Qube Research & Technologies
Arrowstreet Capital, Limited Partnership
Bard Associates
Susquehanna International

View all funds holding