Modern Wealth Management, LLC Vaneck Morningstar Wide Moat E Transaction History
Modern Wealth Management, LLC
- $1.65 Trillion
- Q3 2024
A detailed history of Modern Wealth Management, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Modern Wealth Management, LLC holds 56,645 shares of MOAT stock, worth $4.86 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
56,645Holding current value
$4.86 Million% of portfolio
0.33%Shares
1 transactions
Others Institutions Holding MOAT
# of Institutions
699Shares Held
98.3MCall Options Held
31.5KPut Options Held
7.5K-
Morgan Stanley New York, NY8.66MShares$743 Million0.05% of portfolio
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Bank Of America Corp Charlotte, NC8.12MShares$697 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC7.88MShares$676 Million0.31% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL3.21MShares$276 Million0.38% of portfolio
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Mesirow Financial Investment Management, Inc.2.64MShares$227 Million4.59% of portfolio