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

Fortress Wealth Group, LLC

$191 Million
Q3 2024

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 78,016 shares of MOAT stock, worth $6.7 Million. This represents 3.5% of its overall portfolio holdings.

Number of Shares

78,016

Previous 79,606 2.0%

Holding current value

$6.7 Million

Previous $6.89 Million 2.87%

% of portfolio

3.5%

Previous 3.55%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

699

Shares Held

98.3M

Call Options Held

31.5K

Put Options Held

7.5K

View Full List

About VANECK MORNINGSTAR WIDE MOAT E

Ticker MOAT
Sector ETFs
Industry ETFs

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