Endowment Wealth Management, Inc. Vaneck Morningstar Wide Moat E Transaction History

Endowment Wealth Management, Inc.

  • $159 Million
  • Q2 2025

A detailed history of Endowment Wealth Management, Inc. transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Endowment Wealth Management, Inc. holds 33,795 shares of MOAT stock, worth $2.9 Million. This represents 1.82% of its overall portfolio holdings.

Number of Shares
33,795
Previous 31,574 7.03%
Holding current value
$2.9 Million
Previous $2.71 Million 7.01%
% of portfolio
1.82%
Previous 1.93%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
BUY
N/A
2,221 Added 7.03%
33,795 $2.9 Million
Q1 2025

May 09, 2025
BUY
N/A
2,428 Added 8.33%
31,574 $2.71 Million
Q4 2024

Feb 07, 2025
BUY
N/A
10,493 Added 56.25%
29,146 $2.5 Million
Q3 2024

Nov 06, 2024
BUY
$85.84 - $85.84 $146,872 - $146,872
1,711 Added 10.1%
18,653 $1.6 Million
Q2 2024

Aug 01, 2024
BUY
$83.97 - $89.72 $178,436 - $190,655
2,125 Added 14.34%
16,942 $1.47 Million
Q1 2024

May 08, 2024
BUY
$82.58 - $89.9 $1.22 Million - $1.33 Million
14,817 New
14,817 $1.33 Million

Others Institutions Holding MOAT

# of Institutions
755
Shares Held
89.5M
Call Options Held
20.9K
Put Options Held
0
View Full List

About VANECK MORNINGSTAR WIDE MOAT E

MOAT Quotes by TradingView
  • Ticker MOAT
  • Sector ETFs
  • Industry ETFs
More about MOAT
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