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

Kingswood Wealth Advisors, LLC

$2.62 Trillion
Q1 2025

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 64,660 shares of MOAT stock, worth $5.55 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

64,660

Previous 32,634 98.14%

Holding current value

$5.55 Million

Previous $3.03 Billion 87.34%

% of portfolio

0.22%

Previous 0.23%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	BUY	N/A	32,026 Added 98.14%	64,660 $5.67 Billion
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

761

Shares Held

97.8M

Call Options Held

37K

Put Options Held

9.4K

View Full List

About VANECK MORNINGSTAR WIDE MOAT E

Ticker MOAT
Sector ETFs
Industry ETFs

More about MOAT

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