Accredited Wealth Management, LLC Vaneck Morningstar Wide Moat E Transaction History
Accredited Wealth Management, LLC
- $118 Billion
- Q1 2025
A detailed history of Accredited Wealth Management, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Accredited Wealth Management, LLC holds 85,748 shares of MOAT stock, worth $7.36 Million. This represents 6.37% of its overall portfolio holdings.
Number of Shares
85,748
Previous 84,076
1.99%
Holding current value
$7.36 Million
Previous $7.8 Billion
3.21%
% of portfolio
6.37%
Previous 6.82%
Shares
2 transactions
Others Institutions Holding MOAT
# of Institutions
759Shares Held
95MCall Options Held
37KPut Options Held
9.4K-
Morgan Stanley New York, NY7.83MShares$672 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC7.23MShares$620 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.99MShares$600 Million0.24% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.51MShares$387 Million0.15% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL3.21MShares$276 Million0.38% of portfolio