Marshall & Sterling Wealth Advisors Inc. Vaneck Morningstar Wide Moat E Transaction History
Marshall & Sterling Wealth Advisors Inc.
- $145 Billion
- Q4 2024
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 94,394 shares of MOAT stock, worth $8.1 Million. This represents 6.05% of its overall portfolio holdings.
Number of Shares
94,394Holding current value
$8.1 Million% of portfolio
6.05%Shares
1 transactions
Others Institutions Holding MOAT
# of Institutions
743Shares Held
104MCall Options Held
27.7KPut Options Held
5.3K-
Morgan Stanley New York, NY8.84MShares$758 Million0.05% of portfolio
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Bank Of America Corp Charlotte, NC8.04MShares$690 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC7.29MShares$625 Million0.26% of portfolio
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Raymond James Financial Inc St. Petersburg, FL5.42MShares$465 Million0.18% of portfolio
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Mesirow Financial Investment Management, Inc.3.5MShares$300 Million6.27% of portfolio