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

Endowment Wealth Management, Inc.

  • $137 Million
  • Q3 2024

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 18,653 shares of MOAT stock, worth $1.6 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares
18,653
Previous 16,942 10.1%
Holding current value
$1.6 Million
Previous $1.47 Million 9.13%
% of portfolio
1.17%
Previous 1.18%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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 Endowment Wealth Management, Inc. Portfolio

Follow Endowment Wealth Management, Inc. 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 Endowment Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Endowment Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email