M3 Advisory Group, LLC Vaneck Morningstar Wide Moat E Transaction History
M3 Advisory Group, LLC
- $127 Billion
- Q1 2025
A detailed history of M3 Advisory Group, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, M3 Advisory Group, LLC holds 13,317 shares of MOAT stock, worth $1.14 Million. This represents 0.93% of its overall portfolio holdings.
Number of Shares
13,317
Previous 13,107
1.6%
Holding current value
$1.14 Million
Previous $1.22 Billion
3.58%
% of portfolio
0.93%
Previous 0.87%
Shares
6 transactions
Others Institutions Holding MOAT
# of Institutions
747Shares Held
102MCall Options Held
27.5KPut Options Held
7.2K-
Morgan Stanley New York, NY8.84MShares$758 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC8.04MShares$690 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.29MShares$625 Million0.26% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL5.42MShares$465 Million0.18% of portfolio
-
Mesirow Financial Investment Management, Inc.3.5MShares$300 Million6.27% of portfolio