Brass Tax Wealth Management, Inc Vaneck Morningstar Wide Moat E Transaction History
Brass Tax Wealth Management, Inc
- $278 Million
- Q2 2024
A detailed history of Brass Tax Wealth Management, Inc transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 232,592 shares of MOAT stock, worth $20 Million. This represents 7.25% of its overall portfolio holdings.
Number of Shares
232,592Holding current value
$20 Million% of portfolio
7.25%Shares
1 transactions
Others Institutions Holding MOAT
# of Institutions
685Shares Held
97.1MCall Options Held
19.7KPut Options Held
5.4K-
Bank Of America Corp Charlotte, NC8.54MShares$733 Million0.07% of portfolio
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Morgan Stanley New York, NY8.52MShares$731 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC7.26MShares$624 Million0.32% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL3.21MShares$276 Million0.38% of portfolio
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Wells Fargo & Company San Francisco, CA2.7MShares$232 Million0.06% of portfolio