Kestra Private Wealth Services, LLC Vaneck Morningstar Wide Moat E Transaction History

Kestra Private Wealth Services, LLC

$5.3 Billion
Q3 2024

A detailed history of Kestra Private Wealth Services, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 214,485 shares of MOAT stock, worth $18.4 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

214,485

Previous 183,752 16.73%

Holding current value

$18.4 Million

Previous $15.9 Million 15.69%

% of portfolio

0.35%

Previous 0.33%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$85.84 - $85.84 $2.64 Million - $2.64 Million	30,733 Added 16.73%	214,485 $18.4 Million
Q2 2024 Aug 12, 2024	SELL	$83.97 - $89.72 $2.12 Million - $2.27 Million	-25,263 Reduced 12.09%	183,752 $15.9 Million
Q1 2024 May 02, 2024	BUY	$82.58 - $89.9 $8.33 Million - $9.07 Million	100,873 Added 93.28%	209,015 $18.8 Million
Q4 2023 Feb 05, 2024	BUY	$70.71 - $85.3 $4.73 Million - $5.71 Million	66,922 Added 162.35%	108,142 $9.18 Million
Q3 2023 Nov 07, 2023	BUY	$74.88 - $83.28 $2.58 Million - $2.86 Million	34,400 Added 504.4%	41,220 $3.13 Million
Q2 2023 Aug 08, 2023	BUY	$72.17 - $80.16 $203,014 - $225,490	2,813 Added 70.2%	6,820 $544,000
Q1 2023 May 12, 2023	BUY	$65.24 - $76.13 $261,416 - $305,052	4,007 New	4,007 $295,000

Others Institutions Holding MOAT

# of Institutions

702

Shares Held

98.7M

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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Kestra Private Wealth Services, LLC Vaneck Morningstar Wide Moat E Transaction History