Balboa Wealth Partners Vaneck Morningstar Wide Moat E Transaction History

Balboa Wealth Partners

  • $389 Million
  • Q3 2024

A detailed history of Balboa Wealth Partners transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Balboa Wealth Partners holds 8,104 shares of MOAT stock, worth $695,647. This represents 0.18% of its overall portfolio holdings.

Number of Shares
8,104
Previous 6,697 21.01%
Holding current value
$695,647
Previous $580,000 19.83%
% of portfolio
0.18%
Previous 0.16%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
BUY
$85.84 - $85.84 $120,776 - $120,776
1,407 Added 21.01%
8,104 $695,000
Q2 2024

Aug 13, 2024
SELL
$83.97 - $89.72 $522,797 - $558,596
-6,226 Reduced 48.18%
6,697 $580,000
Q1 2024

May 13, 2024
BUY
$82.58 - $89.9 $645,610 - $702,838
7,818 Added 153.14%
12,923 $1.16 Million
Q4 2023

Feb 09, 2024
BUY
$70.71 - $85.3 $360,974 - $435,456
5,105 New
5,105 $433,000

Others Institutions Holding MOAT

# of Institutions
701
Shares Held
98.4M
Call Options Held
31.5K
Put Options Held
7.5K
View Full List

About VANECK MORNINGSTAR WIDE MOAT E

MOAT Quotes by TradingView
  • Ticker MOAT
  • Sector ETFs
  • Industry ETFs
More about MOAT
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