Mission Wealth Management, LP Vaneck Morningstar Wide Moat E Transaction History
Mission Wealth Management, LP
- $4.01 Billion
- Q1 2025
A detailed history of Mission Wealth Management, LP transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Mission Wealth Management, LP holds 9,550 shares of MOAT stock, worth $819,772. This represents 0.02% of its overall portfolio holdings.
Number of Shares
9,550
Previous 10,563
9.59%
Holding current value
$819,772
Previous $906,000
9.6%
% of portfolio
0.02%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding MOAT
# of Institutions
759Shares Held
95MCall Options Held
37KPut Options Held
9.4K-
Morgan Stanley New York, NY7.83MShares$672 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC7.23MShares$620 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.99MShares$600 Million0.24% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.51MShares$387 Million0.15% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL3.21MShares$276 Million0.38% of portfolio