Dhk Financial Advisors, Inc. Vaneck Morningstar Wide Moat E Transaction History

Dhk Financial Advisors, Inc.

$141 Million
Q1 2024

A detailed history of Dhk Financial Advisors, Inc. transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Dhk Financial Advisors, Inc. holds 84,401 shares of MOAT stock, worth $7.31 Million. This represents 5.37% of its overall portfolio holdings.

Number of Shares

84,401

Previous 93,321 9.56%

Holding current value

$7.31 Million

Previous $7.92 Million 4.2%

% of portfolio

5.37%

Previous 5.94%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	SELL	$82.58 - $89.9 $736,613 - $801,908	-8,920 Reduced 9.56%	84,401 $7.59 Million
Q4 2023 Jan 29, 2024	BUY	$70.71 - $85.3 $14,636 - $17,657	207 Added 0.22%	93,321 $7.92 Million
Q2 2023 Jul 19, 2023	BUY	$72.17 - $80.16 $4.99 Million - $5.54 Million	69,120 Added 288.07%	93,114 $7.43 Million
Q4 2022 Jan 31, 2023	BUY	$60.7 - $69.78 $18,027 - $20,724	297 Added 1.25%	23,994 $1.56 Million
Q3 2022 Nov 08, 2022	BUY	N/A	1 Added 0.0%	23,697 $1.42 Million

Q1 2022 Apr 13, 2022	BUY	N/A	6,110 Added 34.74%	23,696 $1.77 Million
Q4 2021 Apr 13, 2022	BUY	N/A	17,586 New	17,586 $1.34 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 Dhk Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Dhk Financial Advisors, Inc. with notifications on news.

Account

Dhk Financial Advisors, Inc. Vaneck Morningstar Wide Moat E Transaction History