Kingswood Wealth Advisors, LLC Vaneck Morningstar Wide Moat E Transaction History
Kingswood Wealth Advisors, LLC
- $1.11 Trillion
- Q2 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 15,150 shares of MOAT stock, worth $1.3 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
15,150
Previous 12,467
21.52%
Holding current value
$1.3 Million
Previous $1.12 Billion
17.07%
% of portfolio
0.12%
Previous 0.13%
Shares
4 transactions
Others Institutions Holding MOAT
# of Institutions
682Shares Held
96.7MCall Options Held
29.5KPut Options Held
5.4K-
Bank Of America Corp Charlotte, NC8.54MShares$733 Million0.07% of portfolio
-
Morgan Stanley New York, NY8.52MShares$731 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.26MShares$624 Million0.32% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL3.18MShares$273 Million0.4% of portfolio
-
Wells Fargo & Company San Francisco, CA2.7MShares$232 Million0.06% of portfolio