Financial Advocates Investment Management Vaneck Morningstar Wide Moat E Transaction History

Financial Advocates Investment Management

  • $1.72 Billion
  • Q1 2024

A detailed history of Financial Advocates Investment Management transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Financial Advocates Investment Management holds 77,924 shares of MOAT stock, worth $6.69 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
77,924
Previous 70,383 10.71%
Holding current value
$6.69 Million
Previous $5.97 Million 17.28%
% of portfolio
0.41%
Previous 0.39%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024
BUY
$82.58 - $89.9 $622,735 - $677,935
7,541 Added 10.71%
77,924 $7.01 Million
Q4 2023

Feb 08, 2024
BUY
$70.71 - $85.3 $4.77 Million - $5.75 Million
67,426 Added 2280.22%
70,383 $5.97 Million
Q3 2023

Oct 27, 2023
BUY
$74.88 - $83.28 $221,420 - $246,258
2,957 New
2,957 $224,000
Q2 2022

Aug 12, 2022
SELL
N/A
-40,949 Reduced 54.57%
34,084 $2.17 Million
Q1 2022

May 11, 2022
BUY
N/A
36,243 Added 93.43%
75,033 $5.61 Million
Q4 2021

Feb 14, 2022
SELL
N/A
-17,316 Reduced 30.86%
38,790 $2.95 Million
Q3 2021

Nov 04, 2021
BUY
N/A
7,131 Added 14.56%
56,106 $4.11 Million
Q2 2021

Aug 03, 2021
BUY
N/A
1,089 Added 2.27%
48,975 $3.63 Million
Q1 2021

May 10, 2021
BUY
N/A
4,250 Added 9.74%
47,886 $3.32 Million
Q4 2020

Feb 12, 2021
BUY
N/A
43,636 New
43,636 $2.7 Million
Q1 2020

Apr 29, 2020
SELL
N/A
-43,328 Closed
0 $0
Q4 2019

Feb 13, 2020
SELL
N/A
-1,733 Reduced 3.85%
43,328 $2.37 Million
Q3 2019

Nov 13, 2019
BUY
N/A
23,702 Added 110.97%
45,061 $2.26 Million
Q2 2019

Aug 08, 2019
BUY
N/A
19,982 Added 1451.13%
21,359 $1.03 Million
Q4 2018

Feb 14, 2019
BUY
N/A
1 Added 0.07%
1,377 $0
Q3 2018

Nov 14, 2018
BUY
N/A
1,376 New
1,376 $0

Others Institutions Holding MOAT

# of Institutions
651
Shares Held
97.9M
Call Options Held
44K
Put Options Held
22.7K
View Full List

About VANECK MORNINGSTAR WIDE MOAT E

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