Integrated Wealth Concepts LLC Vaneck Morningstar Wide Moat E Transaction History

Integrated Wealth Concepts LLC

  • $10.1 Billion
  • Q3 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 6,323 shares of MOAT stock, worth $542,766. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,323
Previous 6,493 2.62%
Holding current value
$542,766
Previous $557,000 2.69%
% of portfolio
0.01%
Previous 0.01%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
N/A
-170 Reduced 2.62%
6,323 $542,000
Q2 2025

Aug 14, 2025
BUY
N/A
1,781 Added 37.8%
6,493 $557,000
Q1 2025

May 15, 2025
SELL
N/A
-486 Reduced 9.35%
4,712 $404,000
Q4 2024

Feb 14, 2025
SELL
N/A
-98 Reduced 1.85%
5,198 $446,000
Q3 2024

Nov 14, 2024
BUY
$85.84 - $85.84 $17,768 - $17,768
207 Added 4.07%
5,296 $454,000
Q2 2024

Aug 14, 2024
BUY
$83.97 - $89.72 $21,496 - $22,968
256 Added 5.3%
5,089 $440,000
Q1 2024

May 15, 2024
SELL
$82.58 - $89.9 $719,024 - $782,759
-8,707 Reduced 64.31%
4,833 $434,000
Q4 2023

Feb 13, 2024
SELL
$70.71 - $85.3 $18,667 - $22,519
-264 Reduced 1.91%
13,540 $1.15 Million
Q3 2023

Nov 15, 2023
BUY
$74.88 - $83.28 $715,777 - $796,073
9,559 Added 225.18%
13,804 $1.05 Million
Q2 2023

Aug 15, 2023
SELL
$72.17 - $80.16 $866 - $961
-12 Reduced 0.28%
4,245 $338,000
Q1 2023

May 03, 2023
BUY
$65.24 - $76.13 $277,726 - $324,085
4,257 New
4,257 $314,000
Q2 2022

Aug 08, 2022
SELL
N/A
-4,720 Closed
0 $0
Q1 2022

May 12, 2022
SELL
N/A
-2,421 Reduced 33.9%
4,720 $353,000
Q4 2021

Feb 15, 2022
BUY
N/A
1,229 Added 20.79%
7,141 $543,000
Q3 2021

Nov 15, 2021
BUY
N/A
5,912 New
5,912 $433,000
Q2 2021

Aug 13, 2021
SELL
N/A
-4,219 Closed
0 $0
Q1 2021

May 13, 2021
SELL
N/A
-1,658 Reduced 28.21%
4,219 $292,000
Q4 2020

Feb 12, 2021
SELL
N/A
-141 Reduced 2.34%
5,877 $364,000
Q3 2020

Nov 13, 2020
SELL
N/A
-31 Reduced 0.51%
6,018 $329,000
Q2 2020

Jul 30, 2020
SELL
N/A
-219 Reduced 3.49%
6,049 $316,000
Q1 2020

May 18, 2020
SELL
N/A
-6,703 Reduced 51.68%
6,268 $274,000
Q4 2019

Feb 20, 2020
SELL
N/A
-133 Reduced 1.01%
12,971 $711,000
Q3 2019

Nov 15, 2019
BUY
N/A
789 Added 6.41%
13,104 $657,000
Q2 2019

Aug 15, 2019
BUY
N/A
4,266 Added 53.0%
12,315 $502,000
Q1 2019

May 15, 2019
BUY
N/A
8,049 New
8,049 $375,000

Others Institutions Holding MOAT

# of Institutions
754
Shares Held
85.2M
Call Options Held
20.9K
Put Options Held
0
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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