Minich Mac Gregor Wealth Management, LLC Vaneck Morningstar Wide Moat E Transaction History

Minich Mac Gregor Wealth Management, LLC

$444 Million
Q3 2024

A detailed history of Minich Mac Gregor Wealth Management, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Minich Mac Gregor Wealth Management, LLC holds 262,192 shares of MOAT stock, worth $22.5 Million. This represents 5.07% of its overall portfolio holdings.

Number of Shares

262,192

Previous 274,335 4.43%

Holding current value

$22.5 Million

Previous $23.8 Million 5.28%

% of portfolio

5.07%

Previous 6.07%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$85.84 - $85.84 $1.04 Million - $1.04 Million	-12,143 Reduced 4.43%	262,192 $22.5 Million
Q2 2024 Jul 25, 2024	BUY	$83.97 - $89.72 $2.56 Million - $2.73 Million	30,429 Added 12.48%	274,335 $23.8 Million
Q1 2024 Apr 16, 2024	BUY	$82.58 - $89.9 $2.2 Million - $2.39 Million	26,596 Added 12.24%	243,906 $21.9 Million
Q4 2023 Feb 08, 2024	BUY	$70.71 - $85.3 $15.4 Million - $18.5 Million	217,310 New	217,310 $18.4 Million
Q3 2020 Oct 14, 2020	SELL	N/A	-25,096 Closed	0 $0
Q2 2020 Aug 05, 2020	BUY	N/A	25,096 New	25,096 $1.31 Million

Others Institutions Holding MOAT

# of Institutions

699

Shares Held

98.3M

Call Options Held

31.5K

Put Options Held

7.5K

View Full List

About VANECK MORNINGSTAR WIDE MOAT E

Ticker MOAT
Sector ETFs
Industry ETFs

More about MOAT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Minich Mac Gregor Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Minich Mac Gregor Wealth Management, LLC with notifications on news.

Account

Minich Mac Gregor Wealth Management, LLC Vaneck Morningstar Wide Moat E Transaction History