A detailed history of Assetmark, Inc transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Assetmark, Inc holds 4,466 shares of MOAT stock, worth $383,361. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,466
Previous 2,628 69.94%
Holding current value
$383,361
Previous $227,000 68.72%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024

BUY
$85.84 - $85.84 $157,773 - $157,773
1,838 Added 69.94%
4,466 $383,000
Q2 2024

Aug 13, 2024

BUY
$83.97 - $89.72 $196,153 - $209,585
2,336 Added 800.0%
2,628 $227,000
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

About VANECK MORNINGSTAR WIDE MOAT E


  • Ticker MOAT
  • Sector ETFs
  • Industry ETFs
More about MOAT
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