Fiduciary Planning LLC Vaneck Morningstar Wide Moat E Transaction History

Fiduciary Planning LLC

$232 Million
Q1 2025

A detailed history of Fiduciary Planning LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Fiduciary Planning LLC holds 23,821 shares of MOAT stock, worth $2.04 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares

23,821

Previous 30,246 21.24%

Holding current value

$2.04 Million

Previous $2.6 Million 21.26%

% of portfolio

0.88%

Previous 1.11%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	SELL	N/A	-6,425 Reduced 21.24%	23,821 $2.04 Million
Q4 2024 Jan 24, 2025	SELL	N/A	-2,238 Reduced 6.89%	30,246 $2.6 Million
Q3 2024 Oct 22, 2024	SELL	$85.84 - $85.84 $819,857 - $819,857	-9,551 Reduced 22.72%	32,484 $2.79 Million
Q2 2024 Aug 06, 2024	SELL	$83.97 - $89.72 $5.77 Million - $6.16 Million	-68,673 Reduced 62.03%	42,035 $3.64 Million
Q1 2024 Apr 29, 2024	BUY	$82.58 - $89.9 $228,333 - $248,573	2,765 Added 2.56%	110,708 $9.95 Million
Q4 2023 Jan 25, 2024	BUY	$70.71 - $85.3 $5.3 Million - $6.39 Million	74,893 Added 226.61%	107,943 $9.16 Million
Q3 2023 Oct 26, 2023	BUY	$74.88 - $83.28 $2.47 Million - $2.75 Million	33,050 New	33,050 $2.51 Million

Others Institutions Holding MOAT

# of Institutions

759

Shares Held

95.2M

Call Options Held

37K

Put Options Held

9.4K

View Full List

About VANECK MORNINGSTAR WIDE MOAT E

Ticker MOAT
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Fiduciary Planning LLC Vaneck Morningstar Wide Moat E Transaction History