Level Four Advisory Services, LLC Vaneck Morningstar Wide Moat E Transaction History

Level Four Advisory Services, LLC

$2.27 Billion
Q1 2025

A detailed history of Level Four Advisory Services, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Level Four Advisory Services, LLC holds 351,777 shares of MOAT stock, worth $30.2 Million. This represents 1.33% of its overall portfolio holdings.

Number of Shares

351,777

Previous 332,704 5.73%

Holding current value

$30.2 Million

Previous $28.6 Million 5.73%

% of portfolio

1.33%

Previous 1.25%

35 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	N/A	19,073 Added 5.73%	351,777 $30.2 Million
Q4 2024 Feb 12, 2025	BUY	N/A	13,021 Added 4.07%	332,704 $28.6 Million
Q3 2024 Nov 14, 2024	BUY	$85.84 - $85.84 $2.66 Million - $2.66 Million	30,933 Added 10.71%	319,683 $27.4 Million
Q2 2024 Aug 09, 2024	SELL	$83.97 - $89.72 $6.28 Million - $6.71 Million	-74,807 Reduced 20.58%	288,750 $25 Million
Q1 2024 May 13, 2024	BUY	$82.58 - $89.9 $439,573 - $478,537	5,323 Added 1.49%	363,557 $32.7 Million
Q4 2023 Feb 08, 2024	BUY	$70.71 - $85.3 $1.77 Million - $2.14 Million	25,057 Added 7.52%	358,234 $30.4 Million
Q3 2023 Nov 13, 2023	BUY	$74.88 - $83.28 $4.4 Million - $4.89 Million	58,707 Added 21.39%	333,177 $25.3 Million
Q2 2023 Jul 10, 2023	BUY	$72.17 - $80.16 $4.79 Million - $5.32 Million	66,344 Added 31.88%	274,470 $21.9 Million
Q1 2023 Jun 05, 2023	BUY	$65.24 - $76.13 $325,482 - $379,812	4,989 Added 2.46%	208,126 $15.4 Million
Q4 2022 Feb 13, 2023	SELL	$60.7 - $69.78 $1.49 Million - $1.72 Million	-24,585 Reduced 10.8%	203,137 $13.2 Million
Q3 2022 Nov 07, 2022	BUY	N/A	3,925 Added 1.75%	227,722 $13.7 Million
Q2 2022 Aug 08, 2022	BUY	N/A	11,856 Added 5.59%	223,797 $14.3 Million
Q1 2022 May 10, 2022	SELL	N/A	-6,240 Reduced 2.86%	211,941 $15.8 Million
Q4 2021 Feb 11, 2022	BUY	N/A	64,905 Added 42.35%	218,181 $16.6 Million
Q3 2021 Oct 12, 2021	BUY	N/A	41,653 Added 37.32%	153,276 $11.2 Million
Q2 2021 Aug 09, 2021	BUY	N/A	5,433 Added 5.12%	111,623 $8.27 Million
Q1 2021 May 10, 2021	BUY	N/A	5,653 Added 5.62%	106,190 $7.36 Million
Q4 2020 Feb 10, 2021	BUY	N/A	2,498 Added 2.55%	100,537 $6.23 Million
Q3 2020 Nov 02, 2020	BUY	N/A	30,074 Added 44.25%	98,039 $5.35 Million
Q2 2020 Aug 17, 2020	BUY	N/A	67,965 New	67,965 $3.56 Million
Q2 2020 Jul 27, 2020	SELL	N/A	-92,992 Closed	0 $0
Q1 2020 May 13, 2020	BUY	N/A	33,670 Added 56.76%	92,992 $4.06 Million
Q4 2019 Feb 13, 2020	SELL	N/A	-1,285 Reduced 2.12%	59,322 $3.25 Million
Q3 2019 Nov 12, 2019	BUY	N/A	3,710 Added 6.52%	60,607 $3.04 Million
Q2 2019 Aug 14, 2019	BUY	N/A	519 Added 0.92%	56,897 $2.74 Million
Q1 2019 May 15, 2019	BUY	N/A	11,159 Added 24.68%	56,378 $2.63 Million
Q4 2018 Feb 08, 2019	BUY	N/A	690 Added 1.55%	45,219 $1.86 Million
Q3 2018 Nov 14, 2018	BUY	N/A	1,375 Added 3.19%	44,529 $2.08 Million
Q2 2018 Aug 14, 2018	BUY	N/A	653 Added 1.54%	43,154 $1.88 Million
Q1 2018 May 14, 2018	SELL	N/A	-144,288 Reduced 77.25%	42,501 $1.76 Million
Q4 2017 Feb 13, 2018	BUY	N/A	7,334 Added 4.09%	186,789 $7.93 Million
Q3 2017 Apr 03, 2018	SELL	N/A	-2,736 Reduced 1.5%	179,455 $7.24 Million
Q3 2017 Nov 15, 2017	BUY	N/A	76,321 Added 72.09%	182,191 $7.37 Million
Q2 2017 Sep 20, 2017	SELL	N/A	-2,820 Reduced 2.59%	105,870 $3.95 Million
Q1 2017 Sep 20, 2017	BUY	N/A	108,690	108,690 $4.05 Million

Others Institutions Holding MOAT

# of Institutions

759

Shares Held

95M

Call Options Held

37K

Put Options Held

9.4K

View Full List

About VANECK MORNINGSTAR WIDE MOAT E

Ticker MOAT
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Level Four Advisory Services, LLC Vaneck Morningstar Wide Moat E Transaction History