Certified Advisory Corp Vaneck Morningstar Wide Moat E Transaction History

Certified Advisory Corp

$698 Million
Q1 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 16, 2021	SELL	N/A	-340 Closed	0 $0
Q1 2021 May 10, 2021	BUY	N/A	5 Added 1.49%	340 $24,000
Q4 2019 Jan 29, 2020	BUY	N/A	4 Added 1.21%	335 $18,000
Q2 2019 Aug 07, 2019	BUY	N/A	331 New	331 $16,000

Others Institutions Holding MOAT

# of Institutions

651

Shares Held

97.9M

Call Options Held

44K

Put Options Held

22.7K

Bank Of America Corp Charlotte, NC

8.84M
Shares

$758 Million
0.08% of portfolio
Morgan Stanley New York, NY

8.7M
Shares

$746 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

7.3M
Shares

$626 Million
0.36% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

3.25M
Shares

$279 Million
0.44% of portfolio
Wells Fargo & Company San Francisco, CA

2.66M
Shares

$228 Million
0.06% of portfolio

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