Colonial River Wealth Management, LLC Vaneck Morningstar Wide Moat E Transaction History

Colonial River Wealth Management, LLC

  • $201 Million
  • Q3 2024

A detailed history of Colonial River Wealth Management, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Colonial River Wealth Management, LLC holds 4,288 shares of MOAT stock, worth $368,081. This represents 0.18% of its overall portfolio holdings.

Number of Shares
4,288
Previous 4,168 2.88%
Holding current value
$368,081
Previous $360,000 2.22%
% of portfolio
0.18%
Previous 0.19%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
BUY
$85.84 - $85.84 $10,300 - $10,300
120 Added 2.88%
4,288 $368,000
Q2 2024

Jul 19, 2024
BUY
$83.97 - $89.72 $47,023 - $50,243
560 Added 15.52%
4,168 $360,000
Q1 2024

May 10, 2024
BUY
$82.58 - $89.9 $297,948 - $324,359
3,608 New
3,608 $324,000

Others Institutions Holding MOAT

# of Institutions
702
Shares Held
98.7M
Call Options Held
31.5K
Put Options Held
7.5K
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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