M3 Advisory Group, LLC Vaneck Morningstar Wide Moat E Transaction History

M3 Advisory Group, LLC

  • $136 Billion
  • Q3 2024

A detailed history of M3 Advisory Group, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, M3 Advisory Group, LLC holds 12,591 shares of MOAT stock, worth $1.08 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares
12,591
Previous 11,523 9.27%
Holding current value
$1.08 Million
Previous $998 Million 22.31%
% of portfolio
0.9%
Previous 0.82%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
BUY
$85.84 - $85.84 $91,677 - $91,677
1,068 Added 9.27%
12,591 $1.22 Billion
Q2 2024

Jul 19, 2024
BUY
$83.97 - $89.72 $76,664 - $81,914
913 Added 8.61%
11,523 $998 Million
Q1 2024

Apr 29, 2024
BUY
$82.58 - $89.9 $87,287 - $95,024
1,057 Added 11.06%
10,610 $954 Million
Q4 2023

Mar 19, 2024
BUY
$70.71 - $85.3 $675,492 - $814,870
9,553 New
9,553 $811 Million

Others Institutions Holding MOAT

# of Institutions
686
Shares Held
96.7M
Call Options Held
19.7K
Put Options Held
5.4K
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 M3 Advisory Group, LLC Portfolio

Follow M3 Advisory Group, 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 M3 Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on M3 Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email