Mc Carthy Asset Management, Inc. Vaneck Morningstar Wide Moat E Transaction History

Mc Carthy Asset Management, Inc.

$146 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 20, 2022	SELL	N/A	-118 Closed	0 $0
Q4 2021 Feb 07, 2022	BUY	N/A	1 Added 0.85%	118 $9,000
Q4 2020 Feb 01, 2021	BUY	N/A	117 New	117 $7,000

Others Institutions Holding MOAT

# of Institutions

651

Shares Held

97.9M

Call Options Held

44K

Put Options Held

22.7K

Bank Of America Corp Charlotte, NC

8.84M
Shares

$758 Million
0.08% of portfolio
Morgan Stanley New York, NY

8.7M
Shares

$746 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

7.3M
Shares

$626 Million
0.36% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

3.25M
Shares

$279 Million
0.44% of portfolio
Wells Fargo & Company San Francisco, CA

2.66M
Shares

$228 Million
0.06% of portfolio

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