Foundations Investment Advisors, LLC Vaneck Morningstar Wide Moat E Transaction History

Foundations Investment Advisors, LLC

$4.87 Billion
Q4 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 44,493 shares of MOAT stock, worth $3.82 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

44,493

Previous 39,099 13.8%

Holding current value

$3.82 Million

Previous $3.36 Million 13.8%

% of portfolio

0.08%

Previous 0.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	N/A	5,394 Added 13.8%	44,493 $3.82 Million
Q3 2024 Oct 21, 2024	BUY	$85.84 - $85.84 $1.45 Million - $1.45 Million	16,845 Added 75.69%	39,099 $3.36 Million
Q2 2024 Aug 02, 2024	BUY	$83.97 - $89.72 $727,600 - $777,423	8,665 Added 63.76%	22,254 $1.93 Million
Q1 2024 May 13, 2024	BUY	$82.58 - $89.9 $822,496 - $895,404	9,960 Added 274.46%	13,589 $1.22 Million
Q4 2023 Feb 08, 2024	SELL	$70.71 - $85.3 $166,239 - $200,540	-2,351 Reduced 39.31%	3,629 $307,000
Q3 2023 Oct 05, 2023	SELL	$74.88 - $83.28 $195,661 - $217,610	-2,613 Reduced 30.41%	5,980 $453,000
Q2 2023 Jul 19, 2023	BUY	$72.17 - $80.16 $620,156 - $688,814	8,593 New	8,593 $685,000

Others Institutions Holding MOAT

# of Institutions

705

Shares Held

98.6M

Call Options Held

31.5K

Put Options Held

7.5K

View Full List

About VANECK MORNINGSTAR WIDE MOAT E

Ticker MOAT
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Foundations Investment Advisors, LLC Vaneck Morningstar Wide Moat E Transaction History