Balance Wealth, LLC Vaneck Morningstar Wide Moat E Transaction History
Balance Wealth, LLC
- $154 Billion
- Q1 2025
A detailed history of Balance Wealth, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Balance Wealth, LLC holds 5,896 shares of MOAT stock, worth $506,112. This represents 0.34% of its overall portfolio holdings.
Number of Shares
5,896Holding current value
$506,112% of portfolio
0.34%Shares
1 transactions
Others Institutions Holding MOAT
# of Institutions
747Shares Held
103MCall Options Held
27.5KPut Options Held
7.2K-
Morgan Stanley New York, NY8.84MShares$758 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC8.04MShares$690 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC7.29MShares$625 Million0.26% of portfolio
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Raymond James Financial Inc St. Petersburg, FL5.42MShares$465 Million0.18% of portfolio
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Mesirow Financial Investment Management, Inc.3.5MShares$300 Million6.27% of portfolio