Whitaker Myers Wealth Managers, Ltd. Vaneck Morningstar Wide Moat E Transaction History
Whitaker Myers Wealth Managers, Ltd.
- $237 Billion
- Q1 2024
A detailed history of Whitaker Myers Wealth Managers, Ltd. transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Whitaker Myers Wealth Managers, Ltd. holds 487,438 shares of MOAT stock, worth $41.8 Million. This represents 18.49% of its overall portfolio holdings.
Number of Shares
487,438
Previous 464,960
4.83%
Holding current value
$41.8 Million
Previous $39.5 Billion
11.05%
% of portfolio
18.49%
Previous 19.65%
Shares
6 transactions
Others Institutions Holding MOAT
# of Institutions
652Shares Held
97.9MCall Options Held
44KPut Options Held
22.7K-
Bank Of America Corp Charlotte, NC8.84MShares$758 Million0.08% of portfolio
-
Morgan Stanley New York, NY8.7MShares$746 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.3MShares$626 Million0.36% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL3.25MShares$279 Million0.44% of portfolio
-
Wells Fargo & Company San Francisco, CA2.66MShares$228 Million0.06% of portfolio