Fortress Wealth Group, LLC Vaneck Morningstar Wide Moat E Transaction History

Fortress Wealth Group, LLC

  • $203 Million
  • Q2 2025

A detailed history of Fortress Wealth Group, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Fortress Wealth Group, LLC holds 83,652 shares of MOAT stock, worth $7.18 Million. This represents 3.54% of its overall portfolio holdings.

Number of Shares
83,652
Previous 82,123 1.86%
Holding current value
$7.18 Million
Previous $7.05 Million 1.86%
% of portfolio
3.54%
Previous 3.63%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
BUY
N/A
1,529 Added 1.86%
83,652 $7.18 Million
Q1 2025

May 02, 2025
BUY
N/A
1,154 Added 1.43%
82,123 $7.05 Million
Q4 2024

Feb 07, 2025
BUY
N/A
2,953 Added 3.79%
80,969 $6.95 Million
Q3 2024

Nov 08, 2024
SELL
$85.84 - $85.84 $136,485 - $136,485
-1,590 Reduced 2.0%
78,016 $6.7 Million
Q2 2024

Jul 31, 2024
SELL
$83.97 - $89.72 $716,599 - $765,670
-8,534 Reduced 9.68%
79,606 $6.89 Million
Q1 2024

May 13, 2024
BUY
$82.58 - $89.9 $187,952 - $204,612
2,276 Added 2.65%
88,140 $7.92 Million
Q4 2023

Jan 12, 2024
BUY
$70.71 - $85.3 $1.21 Million - $1.46 Million
17,102 Added 24.87%
85,864 $7.29 Million
Q3 2023

Oct 12, 2023
BUY
$74.88 - $83.28 $192,142 - $213,696
2,566 Added 3.88%
68,762 $5.21 Million
Q2 2023

Aug 10, 2023
BUY
$72.17 - $80.16 $345,622 - $383,886
4,789 Added 7.8%
66,196 $5.28 Million
Q1 2023

May 12, 2023
BUY
$65.24 - $76.13 $3.32 Million - $3.87 Million
50,819 Added 479.97%
61,407 $4.53 Million
Q4 2022

Feb 07, 2023
SELL
$60.7 - $69.78 $12,989 - $14,932
-214 Reduced 1.98%
10,588 $687,000
Q3 2022

Nov 14, 2022
BUY
N/A
10,802 New
10,802 $648,000

Others Institutions Holding MOAT

# of Institutions
756
Shares Held
89.4M
Call Options Held
20.9K
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
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