Modern Wealth Management, LLC Vaneck Morningstar Wide Moat E Transaction History

Modern Wealth Management, LLC

  • $2.86 Trillion
  • Q4 2024

A detailed history of Modern Wealth Management, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Modern Wealth Management, LLC holds 54,462 shares of MOAT stock, worth $4.68 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
54,462
Previous 56,645 3.85%
Holding current value
$4.68 Million
Previous $5.49 Billion 9.01%
% of portfolio
0.17%
Previous 0.33%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
SELL
N/A
-2,183 Reduced 3.85%
54,462 $5 Billion
Q3 2024

Nov 05, 2024
BUY
$85.84 - $85.84 $4.86 Million - $4.86 Million
56,645 New
56,645 $5.49 Billion

Others Institutions Holding MOAT

# of Institutions
749
Shares Held
104M
Call Options Held
27.5K
Put Options Held
7.2K
View Full List

About VANECK MORNINGSTAR WIDE MOAT E

MOAT Quotes by TradingView
  • Ticker MOAT
  • Sector ETFs
  • Industry ETFs
More about MOAT
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email