Core Wealth Advisors, Inc. Vaneck Morningstar Wide Moat E Transaction History

Core Wealth Advisors, Inc.

$293 Million
Q1 2024

A detailed history of Core Wealth Advisors, Inc. transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Core Wealth Advisors, Inc. holds 214,502 shares of MOAT stock, worth $18.4 Million. This represents 6.57% of its overall portfolio holdings.

Number of Shares

214,502

Previous 207,983 3.13%

Holding current value

$18.4 Million

Previous $17.7 Million 9.25%

% of portfolio

6.57%

Previous 6.51%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	BUY	$82.58 - $89.9 $538,339 - $586,058	6,519 Added 3.13%	214,502 $19.3 Million
Q4 2023 Feb 14, 2024	BUY	$70.71 - $85.3 $234,050 - $282,343	3,310 Added 1.62%	207,983 $17.7 Million
Q3 2023 Nov 13, 2023	BUY	$74.88 - $83.28 $1.47 Million - $1.63 Million	19,595 Added 10.59%	204,673 $15.5 Million
Q2 2023 Aug 14, 2023	BUY	$72.17 - $80.16 $13.4 Million - $14.8 Million	185,078 New	185,078 $14.8 Million

Others Institutions Holding MOAT

# of Institutions

651

Shares Held

97.9M

Call Options Held

44K

Put Options Held

22.7K

View Full List

About VANECK MORNINGSTAR WIDE MOAT E

Ticker MOAT
Sector ETFs
Industry ETFs

More about MOAT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Core Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Core Wealth Advisors, Inc. with notifications on news.

Account

Core Wealth Advisors, Inc. Vaneck Morningstar Wide Moat E Transaction History