Concurrent Investment Advisors, LLC Vaneck Morningstar Wide Moat E Transaction History

Concurrent Investment Advisors, LLC

$5.17 Trillion
Q2 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 247,757 shares of MOAT stock, worth $21.3 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

247,757

Previous 37,489 560.88%

Holding current value

$21.3 Million

Previous $3.3 Billion 604.37%

% of portfolio

0.45%

Previous 0.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	N/A	210,268 Added 560.88%	247,757 $23.2 Billion
Q1 2025 Apr 29, 2025	BUY	N/A	5,685 Added 17.88%	37,489 $3.3 Billion
Q4 2024 Feb 03, 2025	BUY	N/A	8,127 Added 34.32%	31,804 $2.95 Billion
Q3 2024 Oct 30, 2024	BUY	$85.84 - $85.84 $395,121 - $395,121	4,603 Added 24.13%	23,677 $2.3 Billion
Q2 2024 Jul 30, 2024	BUY	$83.97 - $89.72 $328,658 - $351,164	3,914 Added 25.82%	19,074 $1.65 Billion
Q1 2024 May 07, 2024	BUY	$82.58 - $89.9 $359,057 - $390,885	4,348 Added 40.21%	15,160 $1.36 Billion
Q4 2023 Apr 15, 2024	BUY	$70.71 - $85.3 $764,516 - $922,263	10,812 New	10,812 $918 Million

Others Institutions Holding MOAT

# of Institutions

753

Shares Held

89.5M

Call Options Held

20.9K

Put Options Held

View Full List

About VANECK MORNINGSTAR WIDE MOAT E

Ticker MOAT
Sector ETFs
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Concurrent Investment Advisors, LLC Vaneck Morningstar Wide Moat E Transaction History