Ethos Financial Group, LLC Vaneck Morningstar Wide Moat E Transaction History

Ethos Financial Group, LLC

$528 Million
Q3 2024

A detailed history of Ethos Financial Group, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Ethos Financial Group, LLC holds 218,606 shares of MOAT stock, worth $18.8 Million. This represents 3.55% of its overall portfolio holdings.

Number of Shares

218,606

Previous 198,511 10.12%

Holding current value

$18.8 Million

Previous $17.2 Million 9.14%

% of portfolio

3.55%

Previous 3.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	BUY	$85.84 - $85.84 $1.72 Million - $1.72 Million	20,095 Added 10.12%	218,606 $18.8 Million
Q2 2024 Aug 12, 2024	BUY	$83.97 - $89.72 $753,966 - $805,595	8,979 Added 4.74%	198,511 $17.2 Million
Q1 2024 May 08, 2024	BUY	$82.58 - $89.9 $35,013 - $38,117	424 Added 0.22%	189,532 $17 Million
Q4 2023 Feb 07, 2024	BUY	$70.71 - $85.3 $2.97 Million - $3.58 Million	41,982 Added 28.53%	189,108 $16.1 Million
Q3 2023 Nov 13, 2023	BUY	$74.88 - $83.28 $7.56 Million - $8.4 Million	100,915 Added 218.38%	147,126 $11.2 Million
Q1 2023 Apr 20, 2023	BUY	$65.24 - $76.13 $87,747 - $102,394	1,345 Added 3.0%	46,211 $3.41 Million
Q4 2022 Feb 09, 2023	BUY	$60.7 - $69.78 $2.72 Million - $3.13 Million	44,866 New	44,866 $2.91 Billion

Others Institutions Holding MOAT

# of Institutions

702

Shares Held

98.7M

Call Options Held

31.5K

Put Options Held

7.5K

View Full List

About VANECK MORNINGSTAR WIDE MOAT E

Ticker MOAT
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Ethos Financial Group, LLC Vaneck Morningstar Wide Moat E Transaction History