Arq Wealth Advisors, LLC Vaneck Morningstar Wide Moat E Transaction History

Arq Wealth Advisors, LLC

$263 Million
Q1 2025

A detailed history of Arq Wealth Advisors, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Arq Wealth Advisors, LLC holds 10,438 shares of MOAT stock, worth $895,997. This represents 0.34% of its overall portfolio holdings.

Number of Shares

10,438

Previous 8,307 25.65%

Holding current value

$895,997

Previous $713,000 25.53%

% of portfolio

0.34%

Previous 0.28%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	BUY	N/A	2,131 Added 25.65%	10,438 $895,000
Q4 2024 Feb 19, 2025	BUY	N/A	278 Added 3.46%	8,307 $713,000
Q3 2024 Nov 05, 2024	BUY	$85.84 - $85.84 $57,512 - $57,512	670 Added 9.1%	8,029 $689,000
Q2 2024 Aug 02, 2024	BUY	$83.97 - $89.72 $67,679 - $72,314	806 Added 12.3%	7,359 $637,000
Q1 2024 May 23, 2024	BUY	$82.58 - $89.9 $55,658 - $60,592	674 Added 11.46%	6,553 $589,000
Q4 2023 Feb 26, 2024	BUY	$70.71 - $85.3 $108,681 - $131,106	1,537 Added 35.4%	5,879 $498,000
Q3 2023 Nov 30, 2023	BUY	$74.88 - $83.28 $325,128 - $361,601	4,342 New	4,342 $329,000

Others Institutions Holding MOAT

# of Institutions

756

Shares Held

92.5M

Call Options Held

37K

Put Options Held

9.4K

View Full List

About VANECK MORNINGSTAR WIDE MOAT E

Ticker MOAT
Sector ETFs
Industry ETFs

More about MOAT

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Arq Wealth Advisors, LLC Vaneck Morningstar Wide Moat E Transaction History