Moneta Group Investment Advisors’s SS&C Technologies SSNC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$268K	Buy	3,231 +180	+6%	+$14.9K	﹤0.01%	592
2025 Q1	$255K	Buy	3,051 +210	+7%	+$17.5K	﹤0.01%	562
2024 Q4	$215K	Buy	+2,841	New	+$215K	﹤0.01%	616