Burt Wealth Advisors Vaneck Morningstar Wide Moat E Transaction History
Burt Wealth Advisors
- $399 Million
- Q3 2024
A detailed history of Burt Wealth Advisors transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Burt Wealth Advisors holds 2,476 shares of MOAT stock, worth $212,539. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,476
Previous 2,765
10.45%
Holding current value
$212,539
Previous $239,000
11.3%
% of portfolio
0.05%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding MOAT
# of Institutions
699Shares Held
98.3MCall Options Held
31.5KPut Options Held
7.5K-
Morgan Stanley New York, NY8.66MShares$743 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC8.12MShares$697 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.88MShares$676 Million0.31% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL3.21MShares$276 Million0.38% of portfolio
-
Mesirow Financial Investment Management, Inc.2.64MShares$227 Million4.59% of portfolio