Balboa Wealth Partners Vaneck Morningstar Wide Moat E Transaction History

Balboa Wealth Partners

  • $310 Million
  • Q1 2024

A detailed history of Balboa Wealth Partners transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Balboa Wealth Partners holds 12,923 shares of MOAT stock, worth $1.11 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
12,923
Previous 5,105 153.14%
Holding current value
$1.11 Million
Previous $433,000 168.13%
% of portfolio
0.37%
Previous 0.15%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$82.58 - $89.9 $645,610 - $702,838
7,818 Added 153.14%
12,923 $1.16 Million
Q4 2023

Feb 09, 2024
BUY
$70.71 - $85.3 $360,974 - $435,456
5,105 New
5,105 $433,000

Others Institutions Holding MOAT

# of Institutions
652
Shares Held
97.9M
Call Options Held
44K
Put Options Held
22.7K
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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