Palo Alto Wealth Advisors, LLC Vaneck Morningstar Wide Moat E Transaction History

Palo Alto Wealth Advisors, LLC

$242 Billion
Q3 2024

A detailed history of Palo Alto Wealth Advisors, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Palo Alto Wealth Advisors, LLC holds 311,240 shares of MOAT stock, worth $26.7 Million. This represents 12.5% of its overall portfolio holdings.

Number of Shares

311,240

Previous 317,771 2.06%

Holding current value

$26.7 Million

Previous $27.5 Billion 9.69%

% of portfolio

12.5%

Previous 19.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	SELL	$85.84 - $85.84 $560,621 - $560,621	-6,531 Reduced 2.06%	311,240 $30.2 Billion
Q2 2024 Aug 13, 2024	SELL	$83.97 - $89.72 $324,292 - $346,498	-3,862 Reduced 1.2%	317,771 $27.5 Billion
Q1 2024 Apr 30, 2024	BUY	$82.58 - $89.9 $1.37 Million - $1.49 Million	16,615 Added 5.45%	321,633 $28.9 Billion
Q4 2023 Feb 05, 2024	BUY	$70.71 - $85.3 $526,082 - $634,632	7,440 Added 2.5%	305,018 $25.9 Billion
Q3 2023 Oct 30, 2023	BUY	$74.88 - $83.28 $872,202 - $970,045	11,648 Added 4.07%	297,578 $22.6 Billion
Q2 2023 Aug 07, 2023	BUY	$72.17 - $80.16 $833,274 - $925,527	11,546 Added 4.21%	285,930 $22.8 Billion
Q1 2023 Apr 18, 2023	BUY	$65.24 - $76.13 $956,483 - $1.12 Million	14,661 Added 5.64%	274,384 $20.3 Billion
Q4 2022 Feb 07, 2023	BUY	$60.7 - $69.78 $15.8 Million - $18.1 Million	259,723 New	259,723 $16.9 Billion

Others Institutions Holding MOAT

# of Institutions

701

Shares Held

98.4M

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

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Palo Alto Wealth Advisors, LLC Vaneck Morningstar Wide Moat E Transaction History