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

Iams Wealth Management, LLC

  • $164 Billion
  • Q1 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 8,042 shares of MOAT stock, worth $690,325. This represents 0.42% of its overall portfolio holdings.

Number of Shares
8,042
Previous 10,134 20.64%
Holding current value
$690,325
Previous $860 Million 19.3%
% of portfolio
0.42%
Previous 0.56%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
652
Shares Held
97.9M
Call Options Held
44K
Put Options Held
22.7K
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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