Avantax Advisory Services, Inc. Vaneck Morningstar Wide Moat E Transaction History

Avantax Advisory Services, Inc.

  • $17.6 Billion
  • Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 774,216 shares of MOAT stock, worth $66.5 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
774,216
Previous 818,048 5.36%
Holding current value
$66.5 Million
Previous $70.2 Million 5.36%
% of portfolio
0.38%
Previous 0.44%

Shares

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

Aug 08, 2025
SELL
N/A
-43,832 Reduced 5.36%
774,216 $66.5 Million
Q1 2025

May 06, 2025
SELL
N/A
-51,791 Reduced 5.95%
818,048 $70.2 Million
Q4 2024

Feb 07, 2025
BUY
N/A
134,193 Added 18.24%
869,839 $74.7 Million
Q3 2024

Nov 13, 2024
BUY
$85.84 - $85.84 $33.9 Million - $33.9 Million
394,658 Added 115.74%
735,646 $63.1 Million
Q2 2024

Aug 09, 2024
BUY
$83.97 - $89.72 $19.7 Million - $21 Million
234,277 Added 219.54%
340,988 $29.5 Million
Q1 2024

May 08, 2024
BUY
$82.58 - $89.9 $518,354 - $564,302
6,277 Added 6.25%
106,711 $9.59 Million
Q4 2023

Feb 07, 2024
BUY
$70.71 - $85.3 $32,809 - $39,579
464 Added 0.46%
100,434 $8.52 Million
Q3 2023

Nov 07, 2023
BUY
$74.88 - $83.28 $2.68 Million - $2.98 Million
35,741 Added 55.65%
99,970 $7.58 Million
Q2 2023

Aug 11, 2023
BUY
$72.17 - $80.16 $132,792 - $147,494
1,840 Added 2.95%
64,229 $5.12 Million
Q1 2023

Apr 28, 2023
BUY
$65.24 - $76.13 $695,719 - $811,850
10,664 Added 20.62%
62,389 $4.61 Million
Q4 2022

Feb 13, 2023
BUY
$60.7 - $69.78 $96,937 - $111,438
1,597 Added 3.19%
51,725 $3.36 Million
Q3 2022

Nov 01, 2022
BUY
N/A
96 Added 0.19%
50,128 $3.01 Million
Q2 2022

Aug 02, 2022
BUY
N/A
1,846 Added 3.83%
50,032 $3.19 Million
Q1 2022

Apr 27, 2022
BUY
N/A
7,806 Added 19.33%
48,186 $3.6 Million
Q4 2021

Jan 24, 2022
SELL
N/A
-6,735 Reduced 14.29%
40,380 $3.07 Million
Q3 2021

Oct 21, 2021
BUY
N/A
4,964 Added 11.78%
47,115 $3.45 Million
Q2 2021

Jul 29, 2021
SELL
N/A
-673 Reduced 1.57%
42,151 $3.11 Million
Q1 2021

May 13, 2021
SELL
N/A
-378 Reduced 0.87%
42,824 $2.97 Million
Q4 2020

Jan 22, 2021
BUY
N/A
3,620 Added 9.15%
43,202 $2.68 Million
Q3 2020

Oct 14, 2020
BUY
N/A
18,364 Added 86.55%
39,582 $2.17 Million
Q2 2020

Aug 06, 2020
BUY
N/A
6,416 Added 43.35%
21,218 $1.11 Million
Q1 2020

Apr 30, 2020
SELL
N/A
-10,469 Reduced 41.43%
14,802 $647,000
Q4 2019

Feb 14, 2020
BUY
N/A
25,271 New
25,271 $1.39 Million

Others Institutions Holding MOAT

# of Institutions
751
Shares Held
90.2M
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
Track This Portfolio

Track Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, 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 Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email