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%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

699

Shares Held

98.3M

Call Options Held

31.5K

Put Options Held

7.5K

View Full List

About VANECK MORNINGSTAR WIDE MOAT E

Ticker MOAT
Sector ETFs
Industry ETFs

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