Provenance Wealth Advisors, LLC Vaneck Morningstar Wide Moat E Transaction History
Provenance Wealth Advisors, LLC
- $695 Billion
- Q1 2025
A detailed history of Provenance Wealth Advisors, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Provenance Wealth Advisors, LLC holds 1,114,653 shares of MOAT stock, worth $95.7 Million. This represents 14.11% of its overall portfolio holdings.
Number of Shares
1,114,653
Previous 1,138,672
2.11%
Holding current value
$95.7 Million
Previous $106 Billion
7.1%
% of portfolio
14.11%
Previous 13.64%
Shares
7 transactions
Others Institutions Holding MOAT
# of Institutions
754Shares Held
87.8MCall Options Held
20.9KPut Options Held
0-
Bank Of America Corp Charlotte, NC6.79MShares$583 Million0.04% of portfolio
-
Morgan Stanley New York, NY6.78MShares$582 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.56MShares$563 Million0.2% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.84MShares$329 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL3.21MShares$276 Million0.38% of portfolio