Aspen Wealth Strategies, LLC Vaneck Morningstar Wide Moat E Transaction History

Aspen Wealth Strategies, LLC

$153 Billion
Q1 2025

A detailed history of Aspen Wealth Strategies, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Aspen Wealth Strategies, LLC holds 190,236 shares of MOAT stock, worth $16.3 Million. This represents 10.97% of its overall portfolio holdings.

Number of Shares

190,236

Previous 218,397 12.89%

Holding current value

$16.3 Million

Previous $20.3 Billion 17.33%

% of portfolio

10.97%

Previous 12.95%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	N/A	-28,161 Reduced 12.89%	190,236 $16.7 Billion
Q4 2024 Feb 10, 2025	SELL	N/A	-6,621 Reduced 2.94%	218,397 $20.3 Billion
Q3 2024 Oct 28, 2024	BUY	$85.84 - $85.84 $862,606 - $862,606	10,049 Added 4.67%	225,018 $21.8 Billion
Q2 2024 Jul 19, 2024	BUY	$83.97 - $89.72 $186,497 - $199,268	2,221 Added 1.04%	214,969 $19.3 Billion
Q1 2024 May 13, 2024	BUY	$82.58 - $89.9 $695,241 - $756,868	8,419 Added 4.12%	212,748 $19.1 Billion
Q4 2023 Jan 30, 2024	BUY	$70.71 - $85.3 $13.7 Million - $16.5 Million	193,710 Added 1824.18%	204,329 $17.3 Billion
Q3 2023 Nov 01, 2023	BUY	$74.88 - $83.28 $73,981 - $82,280	988 Added 10.26%	10,619 $805 Million
Q2 2023 Aug 02, 2023	BUY	$72.17 - $80.16 $50,158 - $55,711	695 Added 7.78%	9,631 $768 Million
Q1 2023 May 11, 2023	BUY	$65.24 - $76.13 $582,984 - $680,297	8,936 New	8,936 $660 Million
Q4 2022 May 15, 2023	BUY	$60.7 - $69.78 $7,951 - $9,141	131 Added 1.47%	9,067 $589 Million

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
Sector ETFs
Industry ETFs

More about MOAT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Aspen Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aspen Wealth Strategies, LLC with notifications on news.

Account

Aspen Wealth Strategies, LLC Vaneck Morningstar Wide Moat E Transaction History