A detailed history of Concurrent Investment Advisors, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 19,074 shares of MOAT stock, worth $1.64 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
19,074
Previous 15,160 25.82%
Holding current value
$1.64 Million
Previous $1.36 Billion 21.22%
% of portfolio
0.05%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

BUY
$83.97 - $89.72 $328,658 - $351,164
3,914 Added 25.82%
19,074 $1.65 Billion
Q1 2024

May 07, 2024

BUY
$82.58 - $89.9 $359,057 - $390,885
4,348 Added 40.21%
15,160 $1.36 Billion
Q4 2023

Apr 15, 2024

BUY
$70.71 - $85.3 $764,516 - $922,263
10,812 New
10,812 $918 Million

Others Institutions Holding MOAT

About VANECK MORNINGSTAR WIDE MOAT E


  • Ticker MOAT
  • Sector ETFs
  • Industry ETFs
More about MOAT
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