Palo Alto Wealth Advisors, LLC Vaneck Morningstar Wide Moat E Transaction History
Palo Alto Wealth Advisors, LLC
- $145 Billion
- Q2 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 317,771 shares of MOAT stock, worth $27.3 Million. This represents 19.02% of its overall portfolio holdings.
Number of Shares
317,771
Previous 321,633
1.2%
Holding current value
$27.3 Million
Previous $28.9 Billion
4.82%
% of portfolio
19.02%
Previous 20.39%
Shares
7 transactions
Others Institutions Holding MOAT
# of Institutions
683Shares Held
97.3MCall Options Held
19.7KPut Options Held
5.4K-
Bank Of America Corp Charlotte, NC8.54MShares$733 Million0.07% of portfolio
-
Morgan Stanley New York, NY8.52MShares$731 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.26MShares$624 Million0.32% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL3.21MShares$276 Million0.38% of portfolio
-
Wells Fargo & Company San Francisco, CA2.7MShares$232 Million0.06% of portfolio