Marshall & Sterling Wealth Advisors Inc. Vaneck Morningstar Wide Moat E Transaction History

Marshall & Sterling Wealth Advisors Inc.

  • $147 Billion
  • Q1 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 94,607 shares of MOAT stock, worth $8.12 Million. This represents 5.66% of its overall portfolio holdings.

Number of Shares
94,607
Previous 94,394 0.23%
Holding current value
$8.12 Million
Previous $8.75 Billion 4.88%
% of portfolio
5.66%
Previous 6.05%

Shares

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

May 15, 2025
BUY
N/A
213 Added 0.23%
94,607 $8.33 Billion
Q4 2024

Feb 14, 2025
BUY
N/A
94,394 New
94,394 $8.75 Billion

Others Institutions Holding MOAT

# of Institutions
761
Shares Held
97.8M
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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