A detailed history of Avaii Wealth Management, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Avaii Wealth Management, LLC holds 2,422 shares of MOAT stock, worth $207,904. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,422
Previous 2,422 -0.0%
Holding current value
$207,904
Previous $209,000 0.96%
% of portfolio
0.12%
Previous 0.12%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024

SELL
$83.97 - $89.72 $3,106 - $3,319
-37 Reduced 1.5%
2,422 $209,000
Q4 2023

Feb 05, 2024

BUY
$70.71 - $85.3 $173,875 - $209,752
2,459 New
2,459 $208,000

Others Institutions Holding MOAT

About VANECK MORNINGSTAR WIDE MOAT E


  • Ticker MOAT
  • Sector ETFs
  • Industry ETFs
More about MOAT
Track This Portfolio

Track Avaii Wealth Management, LLC Portfolio

Follow Avaii Wealth Management, LLC 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 Avaii Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Avaii Wealth Management, LLC with notifications on news.