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

Creative One Wealth, LLC

  • $2.76 Billion
  • Q3 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 24,599 shares of MOAT stock, worth $2.11 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
24,599
Previous 18,727 31.36%
Holding current value
$2.11 Million
Previous $1.62 Million 30.15%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Nov 13, 2024
BUY
$85.84 - $85.84 $504,052 - $504,052
5,872 Added 31.36%
24,599 $2.11 Million
Q2 2024

Aug 14, 2024
BUY
$83.97 - $89.72 $272,482 - $291,141
3,245 Added 20.96%
18,727 $1.62 Million
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
702
Shares Held
98.7M
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
Track This Portfolio

Track Creative One Wealth, LLC Portfolio

Follow Creative One Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative One Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Creative One Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email