Atria Wealth Solutions, Inc. Vaneck Morningstar Wide Moat E Transaction History

Atria Wealth Solutions, Inc.

  • $4.15 Billion
  • Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 68,191 shares of MOAT stock, worth $5.85 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
68,191
Previous 135,475 49.67%
Holding current value
$5.85 Million
Previous $11.6 Million 49.67%
% of portfolio
0.14%
Previous 0.15%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
SELL
N/A
-67,284 Reduced 49.67%
68,191 $5.85 Million
Q1 2025

May 09, 2025
SELL
N/A
-19,302 Reduced 12.47%
135,475 $11.6 Million
Q4 2024

Jan 31, 2025
SELL
N/A
-14,133 Reduced 8.37%
154,777 $13.3 Million
Q3 2024

Nov 08, 2024
SELL
$85.84 - $85.84 $1.24 Million - $1.24 Million
-14,419 Reduced 7.87%
168,910 $14.5 Million
Q2 2024

Jul 22, 2024
BUY
$83.97 - $89.72 $505,247 - $539,845
6,017 Added 3.39%
183,329 $15.9 Million
Q1 2024

May 13, 2024
BUY
$82.58 - $89.9 $4.16 Million - $4.53 Million
50,404 Added 39.72%
177,312 $15.9 Million
Q4 2023

Feb 02, 2024
BUY
$70.71 - $85.3 $1.74 Million - $2.1 Million
24,620 Added 24.07%
126,908 $10.8 Million
Q3 2023

Nov 08, 2023
BUY
$74.88 - $83.28 $2.4 Million - $2.67 Million
32,053 Added 45.64%
102,288 $7.76 Million
Q2 2023

Aug 03, 2023
BUY
$72.17 - $80.16 $1.02 Million - $1.13 Million
14,140 Added 25.21%
70,235 $5.6 Million
Q1 2023

Aug 22, 2023
SELL
$65.24 - $76.13 $1.42 Million - $1.65 Million
-21,712 Reduced 30.91%
48,523 $3.58 Million
Q1 2023

Jun 14, 2023
BUY
$65.24 - $76.13 $493,997 - $576,456
7,572 Added 15.6%
56,095 $4.14 Million
Q1 2023

May 10, 2023
SELL
$65.24 - $76.13 $1.15 Million - $1.34 Million
-17,592 Reduced 26.61%
48,523 $3.58 Million
Q4 2022

Aug 30, 2023
SELL
$60.7 - $69.78 $858,298 - $986,689
-14,140 Reduced 20.13%
56,095 $3.64 Million
Q4 2022

Feb 13, 2023
BUY
$60.7 - $69.78 $846,886 - $973,570
13,952 Added 26.75%
66,115 $4.29 Million
Q3 2022

Feb 13, 2023
SELL
N/A
-399 Reduced 0.76%
52,163 $0
Q3 2022

Nov 14, 2022
SELL
N/A
-3,982 Reduced 7.04%
52,562 $3.21 Million
Q2 2022

Aug 15, 2022
BUY
N/A
16,068 Added 39.7%
56,544 $3.6 Million
Q1 2022

May 16, 2022
BUY
N/A
40,476 New
40,476 $3.02 Million

Others Institutions Holding MOAT

# of Institutions
755
Shares Held
89.5M
Call Options Held
20.9K
Put Options Held
0
View Full List

About VANECK MORNINGSTAR WIDE MOAT E

MOAT Quotes by TradingView
  • Ticker MOAT
  • Sector ETFs
  • Industry ETFs
More about MOAT
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