Global Retirement Partners, LLC Vaneck Morningstar Wide Moat E Transaction History

Global Retirement Partners, LLC

$3.25 Billion
Q3 2024

A detailed history of Global Retirement Partners, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Global Retirement Partners, LLC holds 42,450 shares of MOAT stock, worth $3.64 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

42,450

Previous 56,804 25.27%

Holding current value

$3.64 Million

Previous $4.92 Million 25.94%

% of portfolio

0.11%

Previous 0.16%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	SELL	$85.84 - $85.84 $1.23 Million - $1.23 Million	-14,354 Reduced 25.27%	42,450 $3.64 Million
Q2 2024 Jul 23, 2024	BUY	$83.97 - $89.72 $491,392 - $525,041	5,852 Added 11.49%	56,804 $4.92 Million
Q1 2024 Apr 23, 2024	BUY	$82.58 - $89.9 $476,651 - $518,902	5,772 Added 12.78%	50,952 $4.58 Million
Q4 2023 Jan 18, 2024	BUY	$70.71 - $85.3 $1.15 Million - $1.39 Million	16,237 Added 56.1%	45,180 $3.83 Million
Q3 2023 Oct 13, 2023	SELL	$74.88 - $83.28 $66,044 - $73,452	-882 Reduced 2.96%	28,943 $2.2 Million
Q2 2023 Jul 20, 2023	BUY	$72.17 - $80.16 $69,066 - $76,713	957 Added 3.32%	29,825 $2.38 Million
Q1 2023 May 05, 2023	BUY	$65.24 - $76.13 $962,746 - $1.12 Million	14,757 Added 104.58%	28,868 $2.13 Million
Q4 2022 Feb 13, 2023	SELL	$60.7 - $69.78 $545,753 - $627,391	-8,991 Reduced 38.92%	14,111 $915,000
Q3 2022 Nov 03, 2022	BUY	N/A	333 Added 1.46%	23,102 $1.48 Million
Q2 2022 Jul 15, 2022	SELL	N/A	-1,735 Reduced 7.08%	22,769 $1.45 Million
Q1 2022 Jul 14, 2022	BUY	N/A	24,504 New	24,504 $1.63 Million
Q4 2021 Jan 21, 2022	SELL	N/A	-27,116 Closed	0 $0
Q3 2021 Oct 22, 2021	SELL	N/A	-965 Reduced 3.44%	27,116 $1.99 Million
Q2 2021 Jul 15, 2021	BUY	N/A	22,513 Added 404.33%	28,081 $2.08 Million
Q1 2021 Apr 14, 2021	BUY	N/A	1,800 Added 47.77%	5,568 $386,000
Q4 2020 Jan 13, 2021	SELL	N/A	-961 Reduced 20.32%	3,768 $234,000
Q3 2020 Oct 09, 2020	SELL	N/A	-679 Reduced 12.56%	4,729 $258,000
Q1 2020 Apr 28, 2020	SELL	N/A	-853 Reduced 13.62%	5,408 $237,000
Q4 2019 Jan 23, 2020	BUY	N/A	1,889 Added 43.21%	6,261 $343,000
Q3 2019 Nov 19, 2019	BUY	N/A	754 Added 20.84%	4,372 $219,000
Q2 2019 Nov 19, 2019	BUY	N/A	2,938 Added 432.06%	3,618 $174,000
Q1 2019 May 07, 2019	BUY	N/A	51 Added 8.11%	680 $32,000
Q4 2018 Feb 22, 2019	BUY	N/A	19 Added 3.11%	629 $26,000
Q3 2018 Oct 17, 2018	BUY	N/A	23 Added 3.92%	610 $29,000
Q2 2018 Aug 13, 2018	BUY	N/A	57 Added 10.75%	587 $26,000
Q1 2018 Aug 10, 2018	BUY	N/A	530 New	530 $22,000

Others Institutions Holding MOAT

# of Institutions

701

Shares Held

98.4M

Call Options Held

31.5K

Put Options Held

7.5K

View Full List

About VANECK MORNINGSTAR WIDE MOAT E

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Global Retirement Partners, LLC Vaneck Morningstar Wide Moat E Transaction History