Lifeworks Advisors, LLC Vaneck Morningstar Wide Moat E Transaction History

Lifeworks Advisors, LLC

  • $584 Million
  • Q1 2025

A detailed history of Lifeworks Advisors, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 6,636 shares of MOAT stock, worth $569,634. This represents 0.1% of its overall portfolio holdings.

Number of Shares
6,636
Previous 24,220 72.6%
Holding current value
$569,634
Previous $2.08 Million 72.63%
% of portfolio
0.1%
Previous 0.39%

Shares

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

May 06, 2025
SELL
N/A
-17,584 Reduced 72.6%
6,636 $569,000
Q4 2024

Feb 07, 2025
BUY
N/A
1,067 Added 4.61%
24,220 $2.08 Million
Q3 2024

Nov 06, 2024
SELL
$85.84 - $85.84 $129,360 - $129,360
-1,507 Reduced 6.11%
23,153 $1.99 Million
Q2 2024

Aug 13, 2024
SELL
$83.97 - $89.72 $134,184 - $143,372
-1,598 Reduced 6.09%
24,660 $2.14 Million
Q1 2024

May 10, 2024
BUY
$82.58 - $89.9 $2.17 Million - $2.36 Million
26,258 New
26,258 $2.36 Million

Others Institutions Holding MOAT

# of Institutions
760
Shares Held
94.4M
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
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