Whitaker Myers Wealth Managers, Ltd. Vaneck Morningstar Wide Moat E Transaction History

Whitaker Myers Wealth Managers, Ltd.

$343 Billion
Q4 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 557,736 shares of MOAT stock, worth $47.9 Million. This represents 15.08% of its overall portfolio holdings.

Number of Shares

557,736

Previous 523,347 6.57%

Holding current value

$47.9 Million

Previous $50.7 Billion 1.93%

% of portfolio

15.08%

Previous 16.87%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	N/A	34,389 Added 6.57%	557,736 $51.7 Billion
Q3 2024 Oct 18, 2024	BUY	$85.84 - $85.84 $986,644 - $986,644	11,494 Added 2.25%	523,347 $50.7 Billion
Q2 2024 Jul 26, 2024	BUY	$83.97 - $89.72 $2.05 Million - $2.19 Million	24,415 Added 5.01%	511,853 $44.3 Billion
Q1 2024 Apr 12, 2024	BUY	$82.58 - $89.9 $1.86 Million - $2.02 Million	22,478 Added 4.83%	487,438 $43.8 Billion
Q4 2023 Jan 12, 2024	BUY	$70.71 - $85.3 $2.85 Million - $3.44 Million	40,337 Added 9.5%	464,960 $39.5 Billion
Q3 2023 Oct 05, 2023	BUY	$74.88 - $83.28 $3.65 Million - $4.06 Million	48,796 Added 12.98%	424,623 $32.2 Billion
Q2 2023 Jul 13, 2023	BUY	$72.17 - $80.16 $2.56 Million - $2.85 Million	35,503 Added 10.43%	375,827 $30 Billion
Q1 2023 Apr 21, 2023	BUY	$65.24 - $76.13 $3.8 Million - $4.44 Million	58,317 Added 20.68%	340,324 $25.1 Billion
Q4 2022 Apr 21, 2023	BUY	$60.7 - $69.78 $17.1 Million - $19.7 Million	282,007 New	282,007 $18.3 Billion

Others Institutions Holding MOAT

# of Institutions

744

Shares Held

104M

Call Options Held

27.5K

Put Options Held

7.2K

View Full List

About VANECK MORNINGSTAR WIDE MOAT E

Ticker MOAT
Sector ETFs
Industry ETFs

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Whitaker Myers Wealth Managers, Ltd. Vaneck Morningstar Wide Moat E Transaction History