Iams Wealth Management, LLC Vaneck Morningstar Wide Moat E Transaction History

Iams Wealth Management, LLC

  • $219 Billion
  • Q4 2024

A detailed history of Iams Wealth Management, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Iams Wealth Management, LLC holds 4,642 shares of MOAT stock, worth $398,469. This represents 0.2% of its overall portfolio holdings.

Number of Shares
4,642
Previous 5,754 19.33%
Holding current value
$398,469
Previous $558 Million 22.84%
% of portfolio
0.2%
Previous 0.27%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
SELL
N/A
-1,112 Reduced 19.33%
4,642 $430 Million
Q3 2024

Oct 11, 2024
SELL
$85.84 - $85.84 $252,712 - $252,712
-2,944 Reduced 33.85%
5,754 $558 Million
Q2 2024

Aug 05, 2024
BUY
$83.97 - $89.72 $55,084 - $58,856
656 Added 8.16%
8,698 $753 Million
Q1 2024

Apr 18, 2024
SELL
$82.58 - $89.9 $172,757 - $188,070
-2,092 Reduced 20.64%
8,042 $694 Million
Q4 2023

Feb 07, 2024
BUY
$70.71 - $85.3 $54,093 - $65,254
765 Added 8.17%
10,134 $860 Million
Q3 2023

Nov 14, 2023
BUY
$74.88 - $83.28 $701,550 - $780,250
9,369 New
9,369 $711 Million

Others Institutions Holding MOAT

# of Institutions
751
Shares Held
104M
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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