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%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About VANECK MORNINGSTAR WIDE MOAT E


  • Ticker MOAT
  • Sector ETFs
  • Industry ETFs
More about MOAT
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