Financial Perspectives, Inc Vaneck Morningstar Wide Moat E Transaction History

Financial Perspectives, Inc

$264 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jan 09, 2024	BUY	$72.17 - $80.16 $2,886 - $3,206	40 Added 36.36%	150 $12 Million
Q1 2023 Jan 09, 2024	BUY	$65.24 - $76.13 $7,176 - $8,374	110 New	110 $8.12 Million

Others Institutions Holding MOAT

# of Institutions

652

Shares Held

97.9M

Call Options Held

44K

Put Options Held

22.7K

Bank Of America Corp Charlotte, NC

8.84M
Shares

$758 Million
0.08% of portfolio
Morgan Stanley New York, NY

8.7M
Shares

$746 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

7.3M
Shares

$626 Million
0.36% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

3.25M
Shares

$279 Million
0.44% of portfolio
Wells Fargo & Company San Francisco, CA

2.66M
Shares

$228 Million
0.06% of portfolio

About VANECK MORNINGSTAR WIDE MOAT E

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