Defined Wealth Management, LLC Vaneck Morningstar Wide Moat E Transaction History
Defined Wealth Management, LLC
- $146 Million
- Q4 2024
A detailed history of Defined Wealth Management, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Defined Wealth Management, LLC holds 14,559 shares of MOAT stock, worth $1.25 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
14,559
Previous 14,607
0.33%
Holding current value
$1.25 Million
Previous $1.25 Million
0.32%
% of portfolio
0.86%
Previous 0.85%
Shares
17 transactions
Others Institutions Holding MOAT
# of Institutions
749Shares Held
104MCall Options Held
27.5KPut Options Held
7.2K-
Morgan Stanley New York, NY8.84MShares$758 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC8.04MShares$690 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.29MShares$625 Million0.26% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL5.42MShares$465 Million0.18% of portfolio
-
Mesirow Financial Investment Management, Inc.3.5MShares$300 Million6.27% of portfolio