Financial Perspectives, Inc Vaneck Morningstar Wide Moat E Transaction History

Financial Perspectives, Inc

$288 Billion
Q3 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

699

Shares Held

98.3M

Call Options Held

31.5K

Put Options Held

7.5K

Morgan Stanley New York, NY

8.66M
Shares

$743 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

8.12M
Shares

$697 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

7.88M
Shares

$676 Million
0.31% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

3.21M
Shares

$276 Million
0.38% of portfolio
Mesirow Financial Investment Management, Inc.

2.64M
Shares

$227 Million
4.59% of portfolio

About VANECK MORNINGSTAR WIDE MOAT E

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