Charter Oak Capital Management, LLC Vaneck Morningstar Wide Moat E Transaction History

Charter Oak Capital Management, LLC

$1.07 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 29, 2021	BUY	N/A	30 Added 32.61%	122 $9,000
Q4 2020 Feb 12, 2021	BUY	N/A	92 New	92 $6,000

Others Institutions Holding MOAT

# of Institutions

700

Shares Held

98.6M

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

About VANECK MORNINGSTAR WIDE MOAT E

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