Marshall & Sterling Wealth Advisors Inc. Vaneck Morningstar Wide Moat E Transaction History
Marshall & Sterling Wealth Advisors Inc.
- $148 Billion
- Q2 2025
A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 90,981 shares of MOAT stock, worth $7.81 Million. This represents 5.77% of its overall portfolio holdings.
Number of Shares
90,981
Previous 94,607
3.83%
Holding current value
$7.81 Million
Previous $8.33 Billion
2.39%
% of portfolio
5.77%
Previous 5.66%
Shares
3 transactions
Others Institutions Holding MOAT
# of Institutions
757Shares Held
87.6MCall Options Held
20.9KPut Options Held
0-
Bank Of America Corp Charlotte, NC6.79MShares$583 Million0.04% of portfolio
-
Morgan Stanley New York, NY6.78MShares$582 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.56MShares$563 Million0.2% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.84MShares$329 Million0.12% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL3.21MShares$276 Million0.38% of portfolio