Legacy Cg, LLC Vaneck Morningstar Wide Moat E Call Options Transaction History

Legacy Cg, LLC

$255 Million
Q1 2024

Call Options

2 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form
Q2 2023 Aug 02, 2023	BUY	$72.17 - $80.16 $11.8 Million - $13.1 Million	164,005 New	164,005 $13.1 Million
Q2 2022 Aug 10, 2022	BUY	N/A	1,965 New	1,965 $125,000

Others Institutions Holding MOAT

# of Institutions

651

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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