Concord Wealth Partners Vaneck Morningstar Wide Moat E Transaction History

Concord Wealth Partners

  • $591 Million
  • Q3 2024

A detailed history of Concord Wealth Partners transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Concord Wealth Partners holds 11,527 shares of MOAT stock, worth $989,477. This represents 0.17% of its overall portfolio holdings.

Number of Shares
11,527
Previous 14,291 19.34%
Holding current value
$989,477
Previous $1.24 Million 20.05%
% of portfolio
0.17%
Previous 0.22%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
SELL
$85.84 - $85.84 $237,261 - $237,261
-2,764 Reduced 19.34%
11,527 $989,000
Q2 2024

Jul 31, 2024
BUY
$83.97 - $89.72 $58,023 - $61,996
691 Added 5.08%
14,291 $1.24 Million
Q1 2024

Apr 30, 2024
BUY
$82.58 - $89.9 $107,766 - $117,319
1,305 Added 10.61%
13,600 $1.22 Million
Q4 2023

Apr 30, 2024
BUY
$70.71 - $85.3 $26,304 - $31,731
372 Added 3.12%
12,295 $1.04 Million
Q4 2023

Feb 05, 2024
BUY
$70.71 - $85.3 $26,304 - $31,731
372 Added 3.12%
12,295 $1.04 Million
Q3 2023

Apr 30, 2024
SELL
$74.88 - $83.28 $27,855 - $30,980
-372 Reduced 3.03%
11,923 $904,000
Q3 2023

Oct 25, 2023
BUY
$74.88 - $83.28 $892,794 - $992,947
11,923 New
11,923 $904,000
Q1 2022

Apr 20, 2022
BUY
N/A
11 Added 28.21%
50 $4,000
Q3 2021

Nov 09, 2021
BUY
N/A
8 Added 25.81%
39 $3,000
Q2 2021

Jul 29, 2021
BUY
N/A
8 Added 34.78%
31 $2,000
Q4 2020

Feb 16, 2021
BUY
N/A
23 New
23 $1,000

Others Institutions Holding MOAT

# of Institutions
701
Shares Held
98.4M
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
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