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

Ep Wealth Advisors, LLC

$12 Billion
Q1 2025

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 263,765 shares of MOAT stock, worth $22.6 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

263,765

Previous 336,389 21.59%

Holding current value

$22.6 Million

Previous $28.9 Million 21.59%

% of portfolio

0.19%

Previous 0.25%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	N/A	-72,624 Reduced 21.59%	263,765 $22.6 Million
Q4 2024 Feb 13, 2025	SELL	N/A	-11,515 Reduced 3.31%	336,389 $28.9 Million
Q3 2024 Nov 14, 2024	BUY	$85.84 - $85.84 $747,752 - $747,752	8,711 Added 2.57%	347,904 $29.9 Million
Q2 2024 Aug 19, 2024	SELL	$83.97 - $89.72 $304,391 - $325,235	-3,625 Reduced 1.06%	339,193 $29.4 Million
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

761

Shares Held

97.8M

Call Options Held

37K

Put Options Held

9.4K

View Full List

About VANECK MORNINGSTAR WIDE MOAT E

Ticker MOAT
Sector ETFs
Industry ETFs

More about MOAT

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