Ever Source Wealth Advisors, LLC Vaneck Morningstar Wide Moat E Transaction History
Ever Source Wealth Advisors, LLC
- $2.2 Billion
- Q3 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 2,736 shares of MOAT stock, worth $234,858. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,736
Previous 2,757
0.76%
Holding current value
$234,858
Previous $236,000
0.85%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding MOAT
# of Institutions
753Shares Held
85MCall Options Held
8.6KPut Options Held
0-
Morgan Stanley New York, NY6.62MShares$568 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.4MShares$550 Million0.17% of portfolio
-
Bank Of America Corp Charlotte, NC6.28MShares$539 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.22MShares$276 Million0.09% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL3.21MShares$276 Million0.38% of portfolio