Legacy Capital Wealth Partners, LLC Vaneck Morningstar Wide Moat E Transaction History

Legacy Capital Wealth Partners, LLC

  • $437 Million
  • Q1 2025

A detailed history of Legacy Capital Wealth Partners, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 3,943 shares of MOAT stock, worth $338,467. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,943
Previous 3,075 28.23%
Holding current value
$338,467
Previous $263,000 28.52%
% of portfolio
0.08%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
BUY
N/A
868 Added 28.23%
3,943 $338,000
Q3 2024

Nov 04, 2024
SELL
$85.84 - $85.84 $141,636 - $141,636
-1,650 Reduced 34.92%
3,075 $263,000
Q2 2024

Aug 01, 2024
BUY
$83.97 - $89.72 $396,758 - $423,927
4,725 New
4,725 $409,000
Q4 2023

Feb 05, 2024
BUY
$70.71 - $85.3 $116,671 - $140,745
1,650 Added 46.66%
5,186 $440,000
Q3 2023

Oct 16, 2023
BUY
$74.88 - $83.28 $264,775 - $294,478
3,536 New
3,536 $268,000

Others Institutions Holding MOAT

# of Institutions
761
Shares Held
96.9M
Call Options Held
37K
Put Options Held
9.4K
View Full List

About VANECK MORNINGSTAR WIDE MOAT E

MOAT Quotes by TradingView
  • Ticker MOAT
  • Sector ETFs
  • Industry ETFs
More about MOAT
Track This Portfolio

Track Legacy Capital Wealth Partners, LLC Portfolio

Follow Legacy Capital Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Capital Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Capital Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email