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
699
Shares Held
98.3M
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
Track This Portfolio

Track Colonial River Wealth Management, LLC Portfolio

Follow Colonial River Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Colonial River Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Colonial River Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email