Allen Mooney & Barnes Investment Advisors LLC Vaneck Morningstar Wide Moat E Transaction History

Allen Mooney & Barnes Investment Advisors LLC

$587 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 11, 2024	SELL	$83.97 - $89.72 $1.96 Million - $2.1 Million	-23,354 Reduced 79.32%	6,089 $527 Million
Q1 2024 Apr 12, 2024	BUY	$82.58 - $89.9 $2.43 Million - $2.65 Million	29,443 New	29,443 $2.56 Billion

Others Institutions Holding MOAT

# of Institutions

699

Shares Held

98.3M

Call Options Held

31.5K

Put Options Held

7.5K

Morgan Stanley New York, NY

8.66M
Shares

$743 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

8.12M
Shares

$697 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

7.88M
Shares

$676 Million
0.31% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

3.21M
Shares

$276 Million
0.38% of portfolio
Mesirow Financial Investment Management, Inc.

2.64M
Shares

$227 Million
4.59% of portfolio

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About VANECK MORNINGSTAR WIDE MOAT E

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