Ep Wealth Advisors, LLC Vaneck Morningstar Wide Moat E Transaction History

Ep Wealth Advisors, LLC

  • $8.44 Billion
  • Q1 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 342,818 shares of MOAT stock, worth $29.4 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
342,818
Previous 159,422 115.04%
Holding current value
$29.4 Million
Previous $13.5 Million 127.78%
% of portfolio
0.37%
Previous 0.17%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$82.58 - $89.9 $15.1 Million - $16.5 Million
183,396 Added 115.04%
342,818 $30.8 Million
Q4 2023

Feb 28, 2024
BUY
$70.71 - $85.3 $10.7 Million - $12.9 Million
150,806 Added 1750.3%
159,422 $13.5 Million
Q3 2023

Nov 22, 2023
SELL
$74.88 - $83.28 $79.9 Million - $88.9 Million
-1,067,384 Reduced 99.2%
8,616 $653,000
Q2 2023

Aug 14, 2023
BUY
$72.17 - $80.16 $75.3 Million - $83.7 Million
1,043,916 Added 3253.7%
1,076,000 $85.9 Million
Q1 2023

Jun 05, 2023
BUY
$65.24 - $76.13 $2.09 Million - $2.44 Million
32,084 New
32,084 $2.37 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

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