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

Ica Group Wealth Management, LLC

$164 Million
Q2 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 202 shares of MOAT stock, worth $17,339. This represents 0.01% of its overall portfolio holdings.

Number of Shares

202

Previous 11,997 98.32%

Holding current value

$17,339

Previous $1.08 Million 98.42%

% of portfolio

0.01%

Previous 0.22%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 08, 2024	SELL	$83.97 - $89.72 $990,426 - $1.06 Million	-11,795 Reduced 98.32%	202 $17,000
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

699

Shares Held

98.3M

Call Options Held

31.5K

Put Options Held

7.5K

View Full List

About VANECK MORNINGSTAR WIDE MOAT E

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