J.W. Cole Advisors, Inc. Vaneck Morningstar Wide Moat E Transaction History

J.W. Cole Advisors, Inc.

  • $4.58 Billion
  • Q2 2025

A detailed history of J.W. Cole Advisors, Inc. transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 28,123 shares of MOAT stock, worth $2.41 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
28,123
Previous 11,115 153.02%
Holding current value
$2.41 Million
Previous $954,000 153.04%
% of portfolio
0.05%
Previous 0.03%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
BUY
N/A
17,008 Added 153.02%
28,123 $2.41 Million
Q1 2025

May 05, 2025
SELL
N/A
-15,552 Reduced 58.32%
11,115 $954,000
Q4 2024

Jan 30, 2025
BUY
N/A
5,350 Added 25.1%
26,667 $2.29 Million
Q3 2024

Oct 24, 2024
BUY
$85.84 - $85.84 $45,495 - $45,495
530 Added 2.55%
21,317 $1.83 Million
Q2 2024

Aug 08, 2024
BUY
$83.97 - $89.72 $22,168 - $23,686
264 Added 1.29%
20,787 $1.8 Million
Q1 2024

Apr 30, 2024
BUY
$82.58 - $89.9 $52,851 - $57,536
640 Added 3.22%
20,523 $1.85 Million
Q4 2023

Jan 31, 2024
BUY
$70.71 - $85.3 $240,413 - $290,020
3,400 Added 20.63%
19,883 $1.69 Million
Q3 2023

Oct 24, 2023
BUY
$74.88 - $83.28 $277,056 - $308,136
3,700 Added 28.94%
16,483 $1.25 Million
Q2 2023

Jul 27, 2023
SELL
$72.17 - $80.16 $20,351 - $22,605
-282 Reduced 2.16%
12,783 $1.02 Million
Q1 2023

May 03, 2023
SELL
$65.24 - $76.13 $58,259 - $67,984
-893 Reduced 6.4%
13,065 $964,000
Q4 2022

Feb 14, 2023
BUY
$60.7 - $69.78 $56,026 - $64,406
923 Added 7.08%
13,958 $906,000
Q2 2022

Jul 27, 2022
SELL
N/A
-780 Reduced 5.65%
13,035 $831,000
Q1 2022

Jun 10, 2022
SELL
N/A
-303,477 Reduced 95.65%
13,815 $1.03 Million
Q1 2022

May 16, 2022
BUY
N/A
303,941 Added 2276.54%
317,292 $728,000
Q4 2021

Jan 25, 2022
BUY
N/A
13,351 New
13,351 $1.02 Million
Q3 2021

Oct 26, 2021
SELL
N/A
-10,362 Closed
0 $0
Q2 2021

Aug 06, 2021
BUY
N/A
2,127 Added 25.83%
10,362 $767,000
Q1 2021

Apr 28, 2021
SELL
N/A
-250 Reduced 2.95%
8,235 $571,000
Q4 2020

Feb 12, 2021
SELL
N/A
-2,201 Reduced 20.6%
8,485 $526,000
Q3 2020

Nov 05, 2020
BUY
N/A
10,686 New
10,686 $583,000
Q1 2020

May 07, 2020
SELL
N/A
-6,876 Closed
0 $0
Q4 2019

Jan 23, 2020
BUY
N/A
6,876 New
6,876 $377,000

Others Institutions Holding MOAT

# of Institutions
754
Shares Held
88M
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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