Apriem Advisors Vaneck Morningstar Wide Moat E Transaction History

Apriem Advisors

$814 Million
Q2 2024

A detailed history of Apriem Advisors transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Apriem Advisors holds 174,455 shares of MOAT stock, worth $15 Million. This represents 1.86% of its overall portfolio holdings.

Number of Shares

174,455

Previous 157,620 10.68%

Holding current value

$15 Million

Previous $14.2 Million 6.63%

% of portfolio

1.86%

Previous 1.79%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	BUY	$83.97 - $89.72 $1.41 Million - $1.51 Million	16,835 Added 10.68%	174,455 $15.1 Million
Q1 2024 May 15, 2024	BUY	$82.58 - $89.9 $1.44 Million - $1.57 Million	17,475 Added 12.47%	157,620 $14.2 Million
Q4 2023 Feb 14, 2024	BUY	$70.71 - $85.3 $129,045 - $155,672	1,825 Added 1.32%	140,145 $11.9 Million
Q3 2023 Nov 13, 2023	BUY	$74.88 - $83.28 $148,112 - $164,727	1,978 Added 1.45%	138,320 $10.5 Million
Q2 2023 Aug 08, 2023	BUY	$72.17 - $80.16 $181,651 - $201,762	2,517 Added 1.88%	136,342 $10.9 Million
Q1 2023 May 12, 2023	SELL	$65.24 - $76.13 $40,253 - $46,972	-617 Reduced 0.46%	133,825 $9.88 Million
Q4 2022 Feb 13, 2023	SELL	$60.7 - $69.78 $19,788 - $22,748	-326 Reduced 0.24%	134,442 $8.73 Million
Q3 2022 Nov 14, 2022	SELL	N/A	-318 Reduced 0.24%	134,768 $8.09 Million
Q2 2022 Aug 08, 2022	SELL	N/A	-4,663 Reduced 3.34%	135,086 $8.61 Million
Q1 2022 May 10, 2022	BUY	N/A	2,365 Added 1.72%	139,749 $10.4 Million
Q4 2021 Feb 09, 2022	SELL	N/A	-170 Reduced 0.12%	137,384 $10.5 Million
Q3 2021 Nov 12, 2021	SELL	N/A	-2,129 Reduced 1.52%	137,554 $10.1 Million
Q2 2021 Aug 10, 2021	SELL	N/A	-628 Reduced 0.45%	139,683 $10.3 Million
Q1 2021 May 10, 2021	BUY	N/A	14,945 Added 11.92%	140,311 $9.72 Million
Q4 2020 Feb 04, 2021	SELL	N/A	-20,250 Reduced 13.91%	125,366 $7.77 Million
Q3 2020 Nov 10, 2020	BUY	N/A	2,113 Added 1.47%	145,616 $7.95 Million
Q2 2020 Aug 07, 2020	BUY	N/A	8,646 Added 6.41%	143,503 $7.5 Million
Q1 2020 May 07, 2020	BUY	N/A	134,857 New	134,857 $5.9 Million

Others Institutions Holding MOAT

# of Institutions

681

Shares Held

96.6M

Call Options Held

29.5K

Put Options Held

5.4K

View Full List

About VANECK MORNINGSTAR WIDE MOAT E

Ticker MOAT
Sector ETFs
Industry ETFs

More about MOAT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Apriem Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Apriem Advisors with notifications on news.

Account