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

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

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 735,646 shares of MOAT stock, worth $63.1 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

735,646

Previous 340,988 115.74%

Holding current value

$63.1 Million

Previous $29.5 Million 113.83%

% of portfolio

0.42%

Previous 0.21%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

701

Shares Held

98.4M

Call Options Held

31.5K

Put Options Held

7.5K

View Full List

About VANECK MORNINGSTAR WIDE MOAT E

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