Epic Trust Investment Advisors, LLC Vaneck Morningstar Wide Moat E Transaction History

Epic Trust Investment Advisors, LLC

  • $84.7 Million
  • Q2 2024

A detailed history of Epic Trust Investment Advisors, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Epic Trust Investment Advisors, LLC holds 4,242 shares of MOAT stock, worth $364,133. This represents 0.43% of its overall portfolio holdings.

Number of Shares
4,242
Previous 4,452 4.72%
Holding current value
$364,133
Previous $400,000 8.25%
% of portfolio
0.43%
Previous 0.52%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024
SELL
$83.97 - $89.72 $17,633 - $18,841
-210 Reduced 4.72%
4,242 $367,000
Q1 2024

Apr 19, 2024
BUY
$82.58 - $89.9 $3,633 - $3,955
44 Added 1.0%
4,452 $400,000
Q4 2023

Feb 05, 2024
BUY
$70.71 - $85.3 $4,596 - $5,544
65 Added 1.5%
4,408 $374,000
Q3 2023

Oct 16, 2023
BUY
$74.88 - $83.28 $79,597 - $88,526
1,063 Added 32.41%
4,343 $329,000
Q2 2023

Jul 24, 2023
BUY
$72.17 - $80.16 $236,717 - $262,924
3,280 New
3,280 $261,000

Others Institutions Holding MOAT

# of Institutions
750
Shares Held
104M
Call Options Held
27.5K
Put Options Held
7.2K
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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