Ica Group Wealth Management, LLC Vaneck Morningstar Wide Moat E Transaction History

Ica Group Wealth Management, LLC

$493 Million
Q1 2024

A detailed history of Ica Group Wealth Management, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Ica Group Wealth Management, LLC holds 11,997 shares of MOAT stock, worth $1.03 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

11,997

Previous 8,069 48.68%

Holding current value

$1.03 Million

Previous $684,000 57.6%

% of portfolio

0.22%

Previous 0.15%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	BUY	$82.58 - $89.9 $324,374 - $353,127	3,928 Added 48.68%	11,997 $1.08 Million
Q4 2023 Mar 07, 2024	BUY	$70.71 - $85.3 $172,603 - $208,217	2,441 Added 43.37%	8,069 $684,000
Q3 2023 Nov 13, 2023	BUY	$74.88 - $83.28 $176,342 - $196,124	2,355 Added 71.95%	5,628 $426,000
Q2 2023 Aug 11, 2023	BUY	$72.17 - $80.16 $149,608 - $166,171	2,073 Added 172.75%	3,273 $261,000
Q1 2023 May 12, 2023	SELL	$65.24 - $76.13 $1,109 - $1,294	-17 Reduced 1.4%	1,200 $88,000

Q4 2022 Feb 14, 2023	SELL	$60.7 - $69.78 $146,165 - $168,030	-2,408 Reduced 66.43%	1,217 $78,000
Q2 2022 Oct 03, 2022	SELL	N/A	-66 Reduced 1.79%	3,625 $259,000
Q1 2022 Oct 03, 2022	BUY	N/A	3,691 New	3,691 $254,000

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

Ticker MOAT
Sector ETFs
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Ica Group Wealth Management, LLC Vaneck Morningstar Wide Moat E Transaction History