Kingswood Wealth Advisors, LLC Vaneck Morningstar Wide Moat E Transaction History

Kingswood Wealth Advisors, LLC

  • $867 Billion
  • Q1 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 12,467 shares of MOAT stock, worth $1.07 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
12,467
Previous 11,712 6.45%
Holding current value
$1.07 Million
Previous $994 Million 12.75%
% of portfolio
0.13%
Previous 0.11%

Shares

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

Apr 15, 2024
BUY
$82.58 - $89.9 $62,347 - $67,874
755 Added 6.45%
12,467 $1.12 Billion
Q4 2023

Jan 16, 2024
BUY
$70.71 - $85.3 $479,625 - $578,589
6,783 Added 137.61%
11,712 $994 Million
Q3 2023

Oct 23, 2023
BUY
$74.88 - $83.28 $369,083 - $410,487
4,929 New
4,929 $374 Million

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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