Panoramic Investment Advisors, LLC Vaneck Morningstar Wide Moat E Transaction History

Panoramic Investment Advisors, LLC

$148 Billion
Q1 2025

A detailed history of Panoramic Investment Advisors, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 36,775 shares of MOAT stock, worth $3.16 Million. This represents 2.19% of its overall portfolio holdings.

Number of Shares

36,775

Previous 40,661 9.56%

Holding current value

$3.16 Million

Previous $3.77 Billion 14.17%

% of portfolio

2.19%

Previous 2.46%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	N/A	-3,886 Reduced 9.56%	36,775 $3.24 Billion
Q4 2024 Jan 24, 2025	SELL	N/A	-2,495 Reduced 5.78%	40,661 $3.77 Billion
Q3 2024 Oct 31, 2024	SELL	$85.84 - $85.84 $846,468 - $846,468	-9,861 Reduced 18.6%	43,156 $4.18 Billion
Q1 2024 Apr 18, 2024	SELL	$82.58 - $89.9 $20,727 - $22,564	-251 Reduced 0.47%	53,017 $4.77 Billion
Q4 2023 Jan 23, 2024	BUY	$70.71 - $85.3 $198,553 - $239,522	2,808 Added 5.56%	53,268 $4.52 Billion
Q3 2023 Nov 15, 2023	BUY	$74.88 - $83.28 $148,786 - $165,477	1,987 Added 4.1%	50,460 $3.83 Billion
Q4 2022 Mar 01, 2023	BUY	$60.7 - $69.78 $2.94 Million - $3.38 Million	48,473 New	48,473 $3.15 Billion

Others Institutions Holding MOAT

# of Institutions

751

Shares Held

101M

Call Options Held

27.5K

Put Options Held

7.2K

View Full List

About VANECK MORNINGSTAR WIDE MOAT E

Ticker MOAT
Sector ETFs
Industry ETFs

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Panoramic Investment Advisors, LLC Vaneck Morningstar Wide Moat E Transaction History