Adams Wealth Management Vaneck Morningstar Wide Moat E Transaction History

Adams Wealth Management

$474 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 06, 2020	SELL	N/A	-8,814 Closed	0 $0
Q4 2019 Feb 12, 2020	BUY	N/A	8,814 New	8,814 $483,000

Others Institutions Holding MOAT

# of Institutions

755

Shares Held

89.5M

Call Options Held

20.9K

Put Options Held

0

Bank Of America Corp Charlotte, NC

6.79M
Shares

$583 Million
0.04% of portfolio
Morgan Stanley New York, NY

6.78M
Shares

$582 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

6.56M
Shares

$563 Million
0.2% of portfolio
Raymond James Financial Inc St. Petersburg, FL

3.84M
Shares

$329 Million
0.12% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

3.21M
Shares

$276 Million
0.38% of portfolio

About VANECK MORNINGSTAR WIDE MOAT E

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