Moneta Group Investment Advisors’s State Street STT Stock Holding History

Moneta Group Investment Advisors’s Portfolio STT Stock Details STT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$486K	Buy
2025 Q1	$352K	Buy
2024 Q4	$257K	Buy
2018 Q3	–	Sell
2018 Q2	$103K	Buy
2018 Q1	$80K	Buy
2017 Q4	$0	Buy