Caliber Wealth Management, LLC / Ks Vaneck Morningstar Wide Moat E Transaction History
Caliber Wealth Management, LLC / Ks
- $897 Billion
- Q3 2025
A detailed history of Caliber Wealth Management, LLC / Ks transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 10,650 shares of MOAT stock, worth $914,196. This represents 0.12% of its overall portfolio holdings.
Number of Shares
10,650
Previous 16,616
35.91%
Holding current value
$914,196
Previous $1.56 Billion
32.27%
% of portfolio
0.12%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding MOAT
# of Institutions
753Shares Held
85MCall Options Held
8.6KPut Options Held
0-
Morgan Stanley New York, NY6.62MShares$568 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.4MShares$550 Million0.17% of portfolio
-
Bank Of America Corp Charlotte, NC6.28MShares$539 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.22MShares$276 Million0.09% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL3.21MShares$276 Million0.38% of portfolio