Financial Synergies Wealth Advisors, Inc. Vaneck Morningstar Wide Moat E Transaction History

Financial Synergies Wealth Advisors, Inc.

  • $988 Billion
  • Q3 2025

A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 6,175 shares of MOAT stock, worth $530,062. This represents 0.06% of its overall portfolio holdings.

Number of Shares
6,175
Previous 6,175 -0.0%
Holding current value
$530,062
Previous $579 Million 5.67%
% of portfolio
0.06%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
SELL
N/A
-72 Reduced 1.15%
6,175 $543 Million
Q4 2024

Jan 27, 2025
SELL
N/A
-90 Reduced 1.42%
6,247 $579 Million
Q3 2024

Oct 07, 2024
BUY
$85.84 - $85.84 $64,723 - $64,723
754 Added 13.51%
6,337 $614 Million
Q2 2024

Jul 23, 2024
BUY
$83.97 - $89.72 $468,804 - $500,906
5,583 New
5,583 $484 Million

Others Institutions Holding MOAT

# of Institutions
754
Shares Held
85M
Call Options Held
8.6K
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
Track This Portfolio

Track Financial Synergies Wealth Advisors, Inc. Portfolio

Follow Financial Synergies Wealth Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Synergies Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Financial Synergies Wealth Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email