Hhm Wealth Advisors, LLC Vaneck Morningstar Wide Moat E Transaction History

Hhm Wealth Advisors, LLC

$728 Million
Q4 2024

A detailed history of Hhm Wealth Advisors, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 23,086 shares of MOAT stock, worth $1.98 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

23,086

Previous 25,551 9.65%

Holding current value

$1.98 Million

Previous $2.19 Million 9.67%

% of portfolio

0.27%

Previous 0.31%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	N/A	-2,465 Reduced 9.65%	23,086 $1.98 Million
Q3 2024 Nov 12, 2024	BUY	$85.84 - $85.84 $59,401 - $59,401	692 Added 2.78%	25,551 $2.19 Million
Q1 2024 May 14, 2024	SELL	$82.58 - $89.9 $47,896 - $52,142	-580 Reduced 2.28%	24,859 $2.23 Million
Q2 2022 Aug 08, 2022	SELL	N/A	-391 Reduced 1.51%	25,439 $1.62 Million
Q4 2021 Feb 03, 2022	BUY	N/A	4 Added 0.02%	25,830 $1.97 Million
Q2 2021 Jul 27, 2021	BUY	N/A	25,439 Added 6573.39%	25,826 $1.91 Million
Q4 2020 Jan 28, 2021	BUY	N/A	5 Added 1.31%	387 $24,000
Q1 2020 May 12, 2020	BUY	N/A	382 New	382 $17,000

Others Institutions Holding MOAT

# of Institutions

703

Shares Held

98.5M

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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Hhm Wealth Advisors, LLC Vaneck Morningstar Wide Moat E Transaction History