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

Aspen Wealth Strategies, LLC

$145 Billion
Q1 2024

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 212,748 shares of MOAT stock, worth $18.3 Million. This represents 13.21% of its overall portfolio holdings.

Number of Shares

212,748

Previous 204,329 4.12%

Holding current value

$18.3 Million

Previous $17.3 Billion 10.29%

% of portfolio

13.21%

Previous 12.61%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

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
Sector ETFs
Industry ETFs

More about MOAT

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