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

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 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 32,634 shares of MOAT stock, worth $2.8 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
32,634
Previous 17,278 88.88%
Holding current value
$2.8 Million
Previous $1.67 Billion 80.76%
% of portfolio
0.23%
Previous 0.12%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
N/A
15,356 Added 88.88%
32,634 $3.03 Billion
Q3 2024

Oct 21, 2024
BUY
$85.84 - $85.84 $182,667 - $182,667
2,128 Added 14.05%
17,278 $1.67 Billion
Q2 2024

Jul 09, 2024
BUY
$83.97 - $89.72 $225,291 - $240,718
2,683 Added 21.52%
15,150 $1.31 Billion
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
719
Shares Held
98.7M
Call Options Held
37.6K
Put Options Held
7.5K
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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