Ci Private Wealth, LLC Vaneck Morningstar Wide Moat E Transaction History

Ci Private Wealth, LLC

$59.6 Billion
Q1 2025

A detailed history of Ci Private Wealth, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Ci Private Wealth, LLC holds 99,038 shares of MOAT stock, worth $8.5 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

99,038

Previous 117,950 16.03%

Holding current value

$8.5 Million

Previous $10.1 Million 16.03%

% of portfolio

0.01%

Previous 0.02%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	N/A	-18,912 Reduced 16.03%	99,038 $8.5 Million
Q4 2024 Feb 10, 2025	SELL	N/A	-805 Reduced 0.68%	117,950 $10.1 Million
Q3 2024 Nov 12, 2024	SELL	$85.84 - $85.84 $408,169 - $408,169	-4,755 Reduced 3.85%	118,755 $10.2 Million
Q2 2024 Aug 13, 2024	SELL	$83.97 - $89.72 $109,244 - $116,725	-1,301 Reduced 1.04%	123,510 $10.7 Million
Q1 2024 May 09, 2024	BUY	$82.58 - $89.9 $823,487 - $896,482	9,972 Added 8.68%	124,811 $11.2 Million
Q4 2023 Feb 09, 2024	BUY	$70.71 - $85.3 $405,663 - $489,366	5,737 Added 5.26%	114,839 $9.75 Million
Q3 2023 Nov 03, 2023	BUY	$74.88 - $83.28 $555,459 - $617,771	7,418 Added 7.3%	109,102 $8.27 Million
Q2 2023 Aug 10, 2023	BUY	$72.17 - $80.16 $875,277 - $972,180	12,128 Added 13.54%	101,684 $8.11 Million
Q1 2023 May 15, 2023	BUY	$65.24 - $76.13 $382,567 - $446,426	5,864 Added 7.01%	89,556 $6.61 Million
Q4 2022 Feb 15, 2023	BUY	$60.7 - $69.78 $5.08 Million - $5.84 Million	83,692 New	83,692 $5.43 Million

Others Institutions Holding MOAT

# of Institutions

759

Shares Held

95.2M

Call Options Held

37K

Put Options Held

9.4K

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 Ci Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ci Private Wealth, LLC with notifications on news.

Account

Ci Private Wealth, LLC Vaneck Morningstar Wide Moat E Transaction History