Ever Source Wealth Advisors, LLC Vaneck Morningstar Wide Moat E Transaction History

Ever Source Wealth Advisors, LLC

  • $1.95 Billion
  • Q2 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 2,757 shares of MOAT stock, worth $236,660. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,757
Previous 20 13685.0%
Holding current value
$236,660
Previous $1,000 23500.0%
% of portfolio
0.01%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
N/A
2,737 Added 13685.0%
2,757 $236,000
Q1 2024

Jun 11, 2024
SELL
$82.58 - $89.9 $1,321 - $1,438
-16 Reduced 44.44%
20 $1,000
Q4 2023

Feb 09, 2024
BUY
$70.71 - $85.3 $1,414 - $1,706
20 Added 125.0%
36 $3,000
Q2 2023

Aug 04, 2023
BUY
$72.17 - $80.16 $1,154 - $1,282
16 New
16 $1,000

Others Institutions Holding MOAT

# of Institutions
757
Shares Held
88.6M
Call Options Held
20.9K
Put Options Held
0
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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