Holistic Planning, LLC Vaneck Morningstar Wide Moat E Transaction History
Holistic Planning, LLC
- $236 Billion
- Q3 2024
A detailed history of Holistic Planning, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Holistic Planning, LLC holds 14,387 shares of MOAT stock, worth $1.23 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
14,387
Previous 22,787
36.86%
Holding current value
$1.23 Million
Previous $2.05 Billion
31.91%
% of portfolio
0.59%
Previous 1.57%
Shares
3 transactions
Others Institutions Holding MOAT
# of Institutions
699Shares Held
98.3MCall Options Held
31.5KPut Options Held
7.5K-
Morgan Stanley New York, NY8.66MShares$743 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC8.12MShares$697 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.88MShares$676 Million0.31% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL3.21MShares$276 Million0.38% of portfolio
-
Mesirow Financial Investment Management, Inc.2.64MShares$227 Million4.59% of portfolio