Accel Wealth Management Vaneck Morningstar Wide Moat E Transaction History

Accel Wealth Management

$230 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 26, 2023	BUY	$60.7 - $69.78 $6,616 - $7,606	109 Added 31.96%	450 $0
Q3 2022 Oct 12, 2022	BUY	N/A	341 New	341 $22,000

Others Institutions Holding MOAT

# of Institutions

652

Shares Held

97.9M

Call Options Held

44K

Put Options Held

22.7K

Bank Of America Corp Charlotte, NC

8.84M
Shares

$758 Million
0.08% of portfolio
Morgan Stanley New York, NY

8.7M
Shares

$746 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

7.3M
Shares

$626 Million
0.36% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

3.25M
Shares

$279 Million
0.44% of portfolio
Wells Fargo & Company San Francisco, CA

2.66M
Shares

$228 Million
0.06% of portfolio

About VANECK MORNINGSTAR WIDE MOAT E

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