Assetmark, Inc Vaneck Morningstar Wide Moat E Transaction History

Assetmark, Inc

  • $30.5 Billion
  • Q1 2024

A detailed history of Assetmark, Inc transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Assetmark, Inc holds 292 shares of MOAT stock, worth $25,065. This represents 0.0% of its overall portfolio holdings.

Number of Shares
292
Previous 3,314 91.19%
Holding current value
$25,065
Previous $281,000 90.75%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024
SELL
$82.58 - $89.9 $249,556 - $271,677
-3,022 Reduced 91.19%
292 $26,000
Q4 2023

Feb 09, 2024
BUY
$70.71 - $85.3 $226,908 - $273,727
3,209 Added 3056.19%
3,314 $281,000
Q3 2023

Oct 27, 2023
BUY
$74.88 - $83.28 $6,739 - $7,495
90 Added 600.0%
105 $7,000
Q2 2023

Aug 11, 2023
BUY
$72.17 - $80.16 $1,082 - $1,202
15 New
15 $1,000

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

MOAT Quotes by TradingView
  • Ticker MOAT
  • Sector ETFs
  • Industry ETFs
More about MOAT
Track This Portfolio

Track Assetmark, Inc Portfolio

Follow Assetmark, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Assetmark, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email