Collaborative Wealth Managment Inc. Vaneck Morningstar Wide Moat E Transaction History

Collaborative Wealth Managment Inc.

  • $195 Million
  • Q1 2024

A detailed history of Collaborative Wealth Managment Inc. transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 34,690 shares of MOAT stock, worth $2.98 Million. This represents 1.6% of its overall portfolio holdings.

Number of Shares
34,690
Previous 33,980 2.09%
Holding current value
$2.98 Million
Previous $2.88 Million 8.15%
% of portfolio
1.6%
Previous 1.59%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
BUY
$82.58 - $89.9 $58,631 - $63,829
710 Added 2.09%
34,690 $3.12 Million
Q4 2023

Feb 07, 2024
SELL
$70.71 - $85.3 $125,651 - $151,578
-1,777 Reduced 4.97%
33,980 $2.88 Million
Q3 2023

Nov 09, 2023
BUY
$74.88 - $83.28 $358,750 - $398,994
4,791 Added 15.47%
35,757 $2.71 Million
Q2 2023

Aug 07, 2023
BUY
$72.17 - $80.16 $136,401 - $151,502
1,890 Added 6.5%
30,966 $2.47 Million
Q1 2023

May 08, 2023
BUY
$65.24 - $76.13 $2,152 - $2,512
33 Added 0.11%
29,076 $2.15 Million
Q4 2022

Feb 10, 2023
BUY
$60.7 - $69.78 $220,644 - $253,650
3,635 Added 14.31%
29,043 $1.89 Million
Q3 2022

Nov 14, 2022
BUY
N/A
1,197 Added 4.94%
25,408 $1.52 Million
Q2 2022

Aug 15, 2022
BUY
N/A
3,040 Added 14.36%
24,211 $1.54 Million
Q4 2021

Feb 11, 2022
SELL
N/A
-1,372 Reduced 6.09%
21,171 $1.61 Million
Q1 2021

May 12, 2022
BUY
N/A
22,543 New
22,543 $1.68 Million

Others Institutions Holding MOAT

# of Institutions
652
Shares Held
97.9M
Call Options Held
44K
Put Options Held
22.7K
View Full List

About VANECK MORNINGSTAR WIDE MOAT E

MOAT Quotes by TradingView
  • Ticker MOAT
  • Sector ETFs
  • Industry ETFs
More about MOAT
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