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

Minich Mac Gregor Wealth Management, LLC

  • $388 Million
  • Q1 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 243,906 shares of MOAT stock, worth $20.9 Million. This represents 5.66% of its overall portfolio holdings.

Number of Shares
243,906
Previous 217,310 12.24%
Holding current value
$20.9 Million
Previous $18.4 Million 18.89%
% of portfolio
5.66%
Previous 5.41%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
651
Shares Held
97.9M
Call Options Held
44K
Put Options Held
22.7K
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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