Trademark Financial Management, LLC Vaneck Morningstar Wide Moat E Transaction History
Trademark Financial Management, LLC
- $123 Billion
- Q2 2024
A detailed history of Trademark Financial Management, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Trademark Financial Management, LLC holds 86,572 shares of MOAT stock, worth $7.43 Million. This represents 6.11% of its overall portfolio holdings.
Number of Shares
86,572
Previous 93,660
7.57%
Holding current value
$7.43 Million
Previous $8.42 Billion
10.95%
% of portfolio
6.11%
Previous 6.98%
Shares
3 transactions
Others Institutions Holding MOAT
# of Institutions
681Shares Held
96.6MCall 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