Holistic Planning, LLC Vaneck Morningstar Wide Moat E Transaction History

Holistic Planning, LLC

  • $130 Billion
  • Q2 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 22,787 shares of MOAT stock, worth $1.96 Million. This represents 1.57% of its overall portfolio holdings.

Number of Shares
22,787
Previous 22,787 -0.0%
Holding current value
$1.96 Million
Previous $2.05 Billion -0.0%
% of portfolio
1.57%
Previous 1.56%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024
SELL
$82.58 - $89.9 $70,275 - $76,504
-851 Reduced 3.6%
22,787 $2.05 Billion
Q4 2023

Feb 14, 2024
BUY
$70.71 - $85.3 $1.67 Million - $2.02 Million
23,638 New
23,638 $2.01 Billion

Others Institutions Holding MOAT

# of Institutions
681
Shares Held
96.6M
Call Options Held
29.5K
Put Options Held
5.4K
View Full List

About VANECK MORNINGSTAR WIDE MOAT E

MOAT Quotes by TradingView
  • Ticker MOAT
  • Sector ETFs
  • Industry ETFs
More about MOAT
Track This Portfolio

Track Holistic Planning, LLC Portfolio

Follow Holistic Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Holistic Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Holistic Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email