Lifestyle Asset Management, Inc. Vaneck Morningstar Wide Moat E Transaction History

Lifestyle Asset Management, Inc.

$181 Billion
Q3 2024

A detailed history of Lifestyle Asset Management, Inc. transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Lifestyle Asset Management, Inc. holds 15,170 shares of MOAT stock, worth $1.3 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares

15,170

Previous 15,188 0.12%

Holding current value

$1.3 Million

Previous $1.32 Billion 11.81%

% of portfolio

0.81%

Previous 0.76%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$85.84 - $85.84 $1,545 - $1,545	-18 Reduced 0.12%	15,170 $1.47 Billion
Q2 2024 Jul 19, 2024	SELL	$83.97 - $89.72 $1.42 Million - $1.52 Million	-16,956 Reduced 52.75%	15,188 $1.32 Billion
Q1 2024 Apr 19, 2024	SELL	$82.58 - $89.9 $171,188 - $186,362	-2,073 Reduced 6.06%	32,144 $2.89 Billion
Q4 2023 Feb 12, 2024	SELL	$70.71 - $85.3 $3.96 Million - $4.78 Million	-56,053 Reduced 62.09%	34,217 $2.9 Billion
Q3 2023 Oct 05, 2023	SELL	$74.88 - $83.28 $24,410 - $27,149	-326 Reduced 0.36%	90,270 $6.85 Billion
Q2 2023 Jul 13, 2023	BUY	$72.17 - $80.16 $6.54 Million - $7.26 Million	90,596 New	90,596 $7.23 Billion

Others Institutions Holding MOAT

# of Institutions

699

Shares Held

98.3M

Call Options Held

31.5K

Put Options Held

7.5K

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About VANECK MORNINGSTAR WIDE MOAT E

Ticker MOAT
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Lifestyle Asset Management, Inc. Vaneck Morningstar Wide Moat E Transaction History