Lee Financial CO Vaneck Morningstar Wide Moat E Transaction History

Lee Financial CO

$597 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 08, 2023	BUY	$72.17 - $80.16 $90,429 - $100,440	1,253 New	1,253 $99,000
Q3 2021 Nov 12, 2021	BUY	N/A	51 New	51 $0

Others Institutions Holding MOAT

# of Institutions

652

Shares Held

97.9M

Call Options Held

44K

Put Options Held

22.7K

Bank Of America Corp Charlotte, NC

8.84M
Shares

$758 Million
0.08% of portfolio
Morgan Stanley New York, NY

8.7M
Shares

$746 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

7.3M
Shares

$626 Million
0.36% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

3.25M
Shares

$279 Million
0.44% of portfolio
Wells Fargo & Company San Francisco, CA

2.66M
Shares

$228 Million
0.06% of portfolio

About VANECK MORNINGSTAR WIDE MOAT E

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