Compass Advisory Group LLC Vaneck Morningstar Wide Moat E Transaction History
Compass Advisory Group LLC
- $234 Million
- Q2 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 85,099 shares of MOAT stock, worth $7.3 Million. This represents 3.12% of its overall portfolio holdings.
Number of Shares
85,099
Previous 86,552
1.68%
Holding current value
$7.3 Million
Previous $7.43 Million
1.68%
% of portfolio
3.12%
Previous 3.53%
Shares
3 transactions
Others Institutions Holding MOAT
# of Institutions
755Shares Held
89.5MCall Options Held
20.9KPut Options Held
0-
Bank Of America Corp Charlotte, NC6.79MShares$583 Million0.04% of portfolio
-
Morgan Stanley New York, NY6.78MShares$582 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.56MShares$563 Million0.2% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.84MShares$329 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL3.21MShares$276 Million0.38% of portfolio