Compass Advisory Group LLC Vaneck Morningstar Wide Moat E Transaction History

Compass Advisory Group LLC

  • $312 Million
  • Q3 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 24,251 shares of MOAT stock, worth $2.08 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares
24,251
Previous 85,099 71.5%
Holding current value
$2.08 Million
Previous $7.3 Million 71.51%
% of portfolio
0.67%
Previous 3.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025
SELL
N/A
-60,848 Reduced 71.5%
24,251 $2.08 Million
Q2 2025

Jul 28, 2025
SELL
N/A
-1,453 Reduced 1.68%
85,099 $7.3 Million
Q1 2025

May 13, 2025
BUY
N/A
5,002 Added 6.13%
86,552 $7.43 Million
Q4 2024

Jan 24, 2025
BUY
N/A
81,550 New
81,550 $7 Million

Others Institutions Holding MOAT

# of Institutions
754
Shares Held
85M
Call Options Held
8.6K
Put Options Held
0
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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