A detailed history of Future Financial Wealth Managment LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Future Financial Wealth Managment LLC holds 40,772 shares of MOAT stock, worth $3.5 Million. This represents 3.16% of its overall portfolio holdings.

Number of Shares
40,772
Previous 43,240 5.71%
Holding current value
$3.5 Million
Previous $3.89 Million 9.16%
% of portfolio
3.16%
Previous 3.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024

SELL
$83.97 - $89.72 $207,237 - $221,428
-2,468 Reduced 5.71%
40,772 $3.53 Million
Q1 2024

Apr 15, 2024

BUY
$82.58 - $89.9 $918,619 - $1 Million
11,124 Added 34.64%
43,240 $3.89 Million
Q4 2023

Jan 18, 2024

BUY
$70.71 - $85.3 $55,578 - $67,045
786 Added 2.51%
32,116 $2.73 Million
Q3 2023

Oct 20, 2023

BUY
$74.88 - $83.28 $823 - $916
11 Added 0.04%
31,330 $2.38 Million
Q2 2023

Jul 18, 2023

SELL
$72.17 - $80.16 $601,681 - $668,293
-8,337 Reduced 21.02%
31,319 $2.5 Million
Q1 2023

Apr 04, 2023

SELL
$65.24 - $76.13 $1.19 Million - $1.39 Million
-18,195 Reduced 31.45%
39,656 $2.93 Million
Q4 2022

Jan 05, 2023

BUY
$60.7 - $69.78 $42,793 - $49,194
705 Added 1.23%
57,851 $0
Q3 2022

Oct 13, 2022

BUY
N/A
877 Added 1.56%
57,146 $3.64 Million
Q1 2022

May 03, 2022

BUY
N/A
8,905 Added 18.8%
56,269 $4.2 Million
Q4 2021

Jan 07, 2022

BUY
N/A
5,155 Added 12.21%
47,364 $3.63 Million
Q2 2021

Aug 04, 2021

BUY
N/A
42,209 New
42,209 $3.13 Million

Others Institutions Holding MOAT

About VANECK MORNINGSTAR WIDE MOAT E


  • Ticker MOAT
  • Sector ETFs
  • Industry ETFs
More about MOAT
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