Caliber Wealth Management, LLC / Ks Vaneck Morningstar Wide Moat E Transaction History
Caliber Wealth Management, LLC / Ks
- $733 Billion
- Q1 2025
A detailed history of Caliber Wealth Management, LLC / Ks transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 19,356 shares of MOAT stock, worth $1.66 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
19,356Holding current value
$1.66 Million% of portfolio
0.23%Shares
1 transactions
Others Institutions Holding MOAT
# of Institutions
749Shares Held
102MCall Options Held
27.5KPut Options Held
7.2K-
Morgan Stanley New York, NY8.84MShares$758 Million0.05% of portfolio
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Bank Of America Corp Charlotte, NC8.04MShares$690 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC6.99MShares$600 Million0.24% of portfolio
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Raymond James Financial Inc St. Petersburg, FL5.42MShares$465 Million0.18% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL3.21MShares$276 Million0.38% of portfolio