Ae Wealth Management LLC Vaneck Morningstar Wide Moat E Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q1 2025

A detailed history of Ae Wealth Management LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Ae Wealth Management LLC holds 17,656 shares of MOAT stock, worth $1.52 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

17,656

Previous 40,638 56.55%

Holding current value

$1.52 Million

Previous $3.49 Million 56.57%

% of portfolio

0.01%

Previous 0.03%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	N/A	-22,982 Reduced 56.55%	17,656 $1.52 Million
Q4 2024 Feb 13, 2025	BUY	N/A	34,817 Added 598.13%	40,638 $3.49 Million
Q3 2024 Nov 14, 2024	SELL	$85.84 - $85.84 $30,473 - $30,473	-355 Reduced 5.75%	5,821 $499,000
Q2 2024 Aug 12, 2024	BUY	$83.97 - $89.72 $118,901 - $127,043	1,416 Added 29.75%	6,176 $534,000
Q1 2024 May 15, 2024	SELL	$82.58 - $89.9 $10.4 Million - $11.3 Million	-125,933 Reduced 96.36%	4,760 $427,000
Q4 2023 Feb 14, 2024	BUY	$70.71 - $85.3 $5.95 Million - $7.18 Million	84,168 Added 180.91%	130,693 $11.1 Million
Q3 2023 Oct 11, 2023	SELL	$74.88 - $83.28 $6.3 Million - $7 Million	-84,089 Reduced 64.38%	46,525 $3.53 Million
Q2 2023 Jul 10, 2023	BUY	$72.17 - $80.16 $7.39 Million - $8.21 Million	102,465 Added 364.01%	130,614 $10.4 Million
Q1 2023 Apr 14, 2023	BUY	$65.24 - $76.13 $731,927 - $854,102	11,219 Added 66.27%	28,149 $2.08 Million
Q4 2022 Jan 31, 2023	BUY	$60.7 - $69.78 $132,993 - $152,887	2,191 Added 14.87%	16,930 $1.1 Million
Q3 2022 Oct 25, 2022	SELL	N/A	-15,053 Reduced 50.53%	14,739 $884,000
Q2 2022 Aug 03, 2022	SELL	N/A	-9,865 Reduced 24.88%	29,792 $1.9 Million
Q1 2022 Apr 18, 2022	BUY	N/A	10,859 Added 37.71%	39,657 $2.96 Million
Q4 2021 Jan 20, 2022	BUY	N/A	12,480 Added 76.48%	28,798 $2.19 Million
Q3 2021 Nov 01, 2021	SELL	N/A	-11,578 Reduced 41.5%	16,318 $1.2 Million
Q2 2021 Jul 21, 2021	SELL	N/A	-800,061 Reduced 96.63%	27,896 $2.07 Million
Q1 2021 Apr 27, 2021	BUY	N/A	796,900 Added 2565.93%	827,957 $57.4 Million
Q4 2020 Feb 01, 2021	BUY	N/A	23,158 Added 293.18%	31,057 $1.93 Million
Q3 2020 Nov 06, 2020	BUY	N/A	13 Added 0.16%	7,899 $431,000
Q2 2020 Aug 05, 2020	BUY	N/A	1,006 Added 14.62%	7,886 $412,000
Q1 2020 May 07, 2020	SELL	N/A	-31,125 Reduced 81.9%	6,880 $301,000
Q4 2019 Jan 15, 2020	BUY	N/A	33,665 Added 775.69%	38,005 $2.08 Million
Q3 2019 Nov 05, 2019	BUY	N/A	29 Added 0.67%	4,340 $218,000
Q2 2019 Jul 22, 2019	SELL	N/A	-1,907 Reduced 30.67%	4,311 $207,000
Q1 2019 May 14, 2019	BUY	N/A	6,218 New	6,218 $290,000

Others Institutions Holding MOAT

# of Institutions

761

Shares Held

97.8M

Call Options Held

37K

Put Options Held

9.4K

View Full List

About VANECK MORNINGSTAR WIDE MOAT E

Ticker MOAT
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Ae Wealth Management LLC Vaneck Morningstar Wide Moat E Transaction History