Creative One Wealth, LLC Vaneck Morningstar Wide Moat E Transaction History

Creative One Wealth, LLC

$2.51 Billion
Q1 2024

A detailed history of Creative One Wealth, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Creative One Wealth, LLC holds 15,482 shares of MOAT stock, worth $1.34 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

15,482

Previous 2,985 418.66%

Holding current value

$1.34 Million

Previous $253,000 450.2%

% of portfolio

0.06%

Previous 0.02%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	BUY	$82.58 - $89.9 $1.03 Million - $1.12 Million	12,497 Added 418.66%	15,482 $1.39 Million
Q4 2023 Feb 09, 2024	BUY	$70.71 - $85.3 $211,069 - $254,620	2,985 New	2,985 $253,000
Q2 2023 Aug 16, 2023	BUY	$72.17 - $80.16 $11,547 - $12,825	160 Added 1.93%	8,466 $676,000
Q2 2023 Aug 14, 2023	BUY	$72.17 - $80.16 $255,120 - $283,365	3,535 Added 74.09%	8,306 $661,000
Q1 2023 May 15, 2023	SELL	$65.24 - $76.13 $236,625 - $276,123	-3,627 Reduced 43.19%	4,771 $352,000

Q4 2022 Feb 14, 2023	BUY	$60.7 - $69.78 $4,249 - $4,884	70 Added 0.84%	8,398 $545,000
Q3 2022 Nov 14, 2022	SELL	N/A	-3,684 Reduced 30.67%	8,328 $500,000
Q2 2022 Aug 12, 2022	SELL	N/A	-930 Reduced 7.19%	12,012 $766,000
Q1 2022 May 13, 2022	BUY	N/A	259 Added 2.04%	12,942 $967,000
Q4 2021 Feb 15, 2022	SELL	N/A	-106 Reduced 0.83%	12,683 $965,000
Q3 2021 Nov 16, 2021	BUY	N/A	801 Added 6.68%	12,789 $937,000
Q2 2021 Aug 13, 2021	SELL	N/A	-18,858 Reduced 61.14%	11,988 $888,000
Q1 2021 May 17, 2021	BUY	N/A	5,700 Added 22.67%	30,846 $2.14 Million
Q4 2020 Feb 12, 2021	BUY	N/A	25,146 New	25,146 $1.56 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
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Creative One Wealth, LLC Vaneck Morningstar Wide Moat E Transaction History