Fortune Financial Advisors, LLC Vaneck Morningstar Wide Moat E Transaction History

Fortune Financial Advisors, LLC

  • $124 Billion
  • Q2 2025

A detailed history of Fortune Financial Advisors, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Fortune Financial Advisors, LLC holds 56,872 shares of MOAT stock, worth $4.88 Million. This represents 4.29% of its overall portfolio holdings.

Number of Shares
56,872
Previous 55,390 2.68%
Holding current value
$4.88 Million
Previous $4.87 Billion 9.43%
% of portfolio
4.29%
Previous 4.2%

Shares

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

Jul 16, 2025
BUY
N/A
1,482 Added 2.68%
56,872 $5.33 Billion
Q1 2025

Apr 29, 2025
BUY
N/A
2,121 Added 3.98%
55,390 $4.87 Billion
Q4 2024

Jan 23, 2025
BUY
N/A
6,271 Added 13.34%
53,269 $4.94 Billion
Q3 2024

Oct 24, 2024
BUY
$85.84 - $85.84 $111,592 - $111,592
1,300 Added 2.84%
46,998 $4.56 Billion
Q2 2024

Jul 16, 2024
BUY
$83.97 - $89.72 $36,862 - $39,387
439 Added 0.97%
45,698 $3.96 Billion
Q1 2024

Apr 23, 2024
SELL
$82.58 - $89.9 $20,645 - $22,475
-250 Reduced 0.55%
45,259 $4.07 Billion
Q4 2023

Jan 25, 2024
BUY
$70.71 - $85.3 $255,545 - $308,274
3,614 Added 8.63%
45,509 $3.86 Billion
Q3 2023

Oct 25, 2023
BUY
$74.88 - $83.28 $125,349 - $139,410
1,674 Added 4.16%
41,895 $3.18 Billion
Q2 2023

Aug 07, 2023
BUY
$72.17 - $80.16 $2.9 Million - $3.22 Million
40,221 New
40,221 $3.21 Billion

Others Institutions Holding MOAT

# of Institutions
755
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
Track This Portfolio

Track Fortune Financial Advisors, LLC Portfolio

Follow Fortune Financial Advisors, LLC 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 Fortune Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fortune Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email