Endowment Wealth Management, Inc. Vaneck Morningstar Wide Moat E Transaction History
Endowment Wealth Management, Inc.
- $189 Million
- Q3 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 37,089 shares of MOAT stock, worth $3.18 Million. This represents 1.69% of its overall portfolio holdings.
Number of Shares
37,089
Previous 33,795
9.75%
Holding current value
$3.18 Million
Previous $2.9 Million
9.76%
% of portfolio
1.69%
Previous 1.82%
Shares
7 transactions
Others Institutions Holding MOAT
# of Institutions
754Shares Held
85MCall Options Held
8.6KPut Options Held
0-
Morgan Stanley New York, NY6.62MShares$568 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.4MShares$550 Million0.17% of portfolio
-
Bank Of America Corp Charlotte, NC6.28MShares$539 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.22MShares$276 Million0.09% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL3.21MShares$276 Million0.38% of portfolio