Compass Advisory Group LLC Vaneck Morningstar Wide Moat E Transaction History
Compass Advisory Group LLC
- $210 Million
- Q1 2025
A detailed history of Compass Advisory Group LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Compass Advisory Group LLC holds 86,552 shares of MOAT stock, worth $7.43 Million. This represents 3.53% of its overall portfolio holdings.
Number of Shares
86,552
Previous 81,550
6.13%
Holding current value
$7.43 Million
Previous $7 Million
6.13%
% of portfolio
3.53%
Previous 3.34%
Shares
2 transactions
Others Institutions Holding MOAT
# of Institutions
761Shares Held
97.8MCall Options Held
37KPut Options Held
9.4K-
Morgan Stanley New York, NY7.83MShares$672 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC7.23MShares$620 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.99MShares$600 Million0.24% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.51MShares$387 Million0.15% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL3.21MShares$276 Million0.38% of portfolio