Holistic Planning, LLC Vaneck Morningstar Wide Moat E Transaction History

Holistic Planning, LLC

  • $295 Billion
  • Q1 2025

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 14,032 shares of MOAT stock, worth $1.2 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
14,032
Previous 14,820 5.32%
Holding current value
$1.2 Million
Previous $1.37 Billion 10.14%
% of portfolio
0.42%
Previous 0.5%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
SELL
N/A
-788 Reduced 5.32%
14,032 $1.23 Billion
Q4 2024

Jan 24, 2025
BUY
N/A
433 Added 3.01%
14,820 $1.37 Billion
Q3 2024

Nov 01, 2024
SELL
$85.84 - $85.84 $721,056 - $721,056
-8,400 Reduced 36.86%
14,387 $1.39 Billion
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
747
Shares Held
102M
Call Options Held
27.5K
Put Options Held
7.2K
View Full List

About VANECK MORNINGSTAR WIDE MOAT E

MOAT Quotes by TradingView
  • Ticker MOAT
  • Sector ETFs
  • Industry ETFs
More about MOAT
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