Capital Advisory Group Advisory Services, LLC Vaneck Morningstar Wide Moat E Transaction History

Capital Advisory Group Advisory Services, LLC

$250 Million
Q3 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2019 May 28, 2020	SELL	N/A	-14 Closed	0 $0
Q1 2019 May 28, 2020	SELL	N/A	-479 Reduced 97.16%	14 $0
Q4 2018 May 28, 2020	SELL	N/A	-4,698 Reduced 90.5%	493 $20,000
Q3 2018 May 28, 2020	SELL	N/A	-2,496 Reduced 32.47%	5,191 $241,000
Q2 2018 May 28, 2020	SELL	N/A	-777 Reduced 9.18%	7,687 $335,000
Q1 2018 May 28, 2020	BUY	N/A	8,464 New	8,464 $352,000

Others Institutions Holding MOAT

# of Institutions

699

Shares Held

98.3M

Call Options Held

31.5K

Put Options Held

7.5K

Morgan Stanley New York, NY

8.66M
Shares

$743 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

8.12M
Shares

$697 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

7.88M
Shares

$676 Million
0.31% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

3.21M
Shares

$276 Million
0.38% of portfolio
Mesirow Financial Investment Management, Inc.

2.64M
Shares

$227 Million
4.59% of portfolio

View Full List

About VANECK MORNINGSTAR WIDE MOAT E

Ticker MOAT
Sector ETFs
Industry ETFs

More about MOAT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Advisory Group Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Advisory Group Advisory Services, LLC with notifications on news.

Account