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

Aspen Wealth Strategies, LLC

$155 Billion
Q3 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 225,018 shares of MOAT stock, worth $19.3 Million. This represents 14.05% of its overall portfolio holdings.

Number of Shares

225,018

Previous 214,969 4.67%

Holding current value

$19.3 Million

Previous $19.3 Billion 13.26%

% of portfolio

14.05%

Previous 13.39%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

701

Shares Held

98.4M

Call Options Held

31.5K

Put Options Held

7.5K

View Full List

About VANECK MORNINGSTAR WIDE MOAT E

Ticker MOAT
Sector ETFs
Industry ETFs

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