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

Colonial River Wealth Management, LLC

  • $186 Million
  • Q2 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 4,168 shares of MOAT stock, worth $357,781. This represents 0.19% of its overall portfolio holdings.

Number of Shares
4,168
Previous 3,608 15.52%
Holding current value
$357,781
Previous $324,000 11.11%
% of portfolio
0.19%
Previous 0.18%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
681
Shares Held
96.6M
Call Options Held
29.5K
Put Options Held
5.4K
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