Kingsview Wealth Management, LLC Vaneck Morningstar Wide Moat E Transaction History

Kingsview Wealth Management, LLC

  • $3.76 Billion
  • Q1 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 6,497 shares of MOAT stock, worth $557,702. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,497
Previous 7,546 13.9%
Holding current value
$557,702
Previous $640,000 8.75%
% of portfolio
0.02%
Previous 0.02%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024
SELL
$82.58 - $89.9 $86,626 - $94,305
-1,049 Reduced 13.9%
6,497 $584,000
Q4 2023

Feb 08, 2024
SELL
$70.71 - $85.3 $1.02 Million - $1.23 Million
-14,376 Reduced 65.58%
7,546 $640,000
Q3 2023

Nov 07, 2023
BUY
$74.88 - $83.28 $66,942 - $74,452
894 Added 4.25%
21,922 $1.66 Million
Q2 2023

Aug 10, 2023
BUY
$72.17 - $80.16 $1.52 Million - $1.69 Million
21,028 New
21,028 $1.68 Million
Q4 2022

Feb 13, 2023
SELL
$60.7 - $69.78 $133,722 - $153,725
-2,203 Reduced 41.45%
3,112 $201,000
Q3 2022

Nov 14, 2022
SELL
N/A
-12,718 Reduced 70.53%
5,315 $319,000
Q2 2022

Aug 16, 2022
SELL
N/A
-1,175 Reduced 6.12%
18,033 $1.15 Million
Q1 2022

Feb 08, 2024
BUY
N/A
12,522 Added 165.94%
20,068 $0
Q4 2021

Feb 17, 2022
BUY
N/A
405 Added 2.15%
19,208 $1.46 Million
Q3 2021

Dec 03, 2021
BUY
N/A
795 Added 4.41%
18,803 $1.38 Million
Q2 2021

Aug 17, 2021
BUY
N/A
450 Added 2.56%
18,008 $1.34 Million
Q1 2021

May 24, 2021
BUY
N/A
617 Added 3.64%
17,558 $1.23 Million
Q4 2020

Feb 16, 2021
SELL
N/A
-1,039 Reduced 5.78%
16,941 $1.05 Million
Q3 2020

Nov 19, 2020
BUY
N/A
175 Added 0.98%
17,980 $982,000
Q2 2020

Aug 14, 2020
BUY
N/A
7,005 Added 64.86%
17,805 $930,000
Q1 2020

May 11, 2020
BUY
N/A
10,800 New
10,800 $472,000

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

MOAT Quotes by TradingView
  • Ticker MOAT
  • Sector ETFs
  • Industry ETFs
More about MOAT
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