Allworth Financial LP Vaneck Morningstar Wide Moat E Transaction History

Allworth Financial LP

$14 Billion
Q1 2024

A detailed history of Allworth Financial LP transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Allworth Financial LP holds 218,959 shares of MOAT stock, worth $19 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

218,959

Previous 150,990 45.02%

Holding current value

$19 Million

Previous $12.8 Million 53.61%

% of portfolio

0.14%

Previous 0.1%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 25, 2024	BUY	$82.58 - $89.9 $5.61 Million - $6.11 Million	67,969 Added 45.02%	218,959 $19.7 Million
Q4 2023 Jan 24, 2024	SELL	$70.71 - $85.3 $135,480 - $163,434	-1,916 Reduced 1.25%	150,990 $12.8 Million
Q3 2023 Oct 31, 2023	SELL	$74.88 - $83.28 $424,419 - $472,031	-5,668 Reduced 3.57%	152,906 $11.6 Million
Q2 2023 Jul 18, 2023	BUY	$72.17 - $80.16 $11.3 Million - $12.6 Million	156,574 Added 7828.7%	158,574 $12.7 Million
Q1 2023 Apr 18, 2023	BUY	$65.24 - $76.13 $27,726 - $32,355	425 Added 26.98%	2,000 $147,000

Q3 2022 Oct 18, 2022	BUY	N/A	1,500 Added 2000.0%	1,575 $94,000
Q2 2022 Jul 13, 2022	SELL	N/A	-725 Reduced 90.63%	75 $5,000
Q1 2022 Apr 22, 2022	BUY	N/A	496 Added 163.16%	800 $60,000
Q4 2021 Jan 21, 2022	BUY	N/A	229 Added 305.33%	304 $23,000
Q2 2021 Aug 02, 2021	BUY	N/A	75 New	75 $6,000

Others Institutions Holding MOAT

# of Institutions

651

Shares Held

97.9M

Call Options Held

44K

Put Options Held

22.7K

View Full List

About VANECK MORNINGSTAR WIDE MOAT E

Ticker MOAT
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Allworth Financial LP Vaneck Morningstar Wide Moat E Transaction History