Peak Financial Advisors LLC Vaneck Morningstar Wide Moat E Transaction History

Peak Financial Advisors LLC

  • $134 Million
  • Q1 2024

A detailed history of Peak Financial Advisors LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Peak Financial Advisors LLC holds 54,640 shares of MOAT stock, worth $4.73 Million. This represents 3.68% of its overall portfolio holdings.

Number of Shares
54,640
Previous 59,112 7.57%
Holding current value
$4.73 Million
Previous $5.02 Million 2.07%
% of portfolio
3.68%
Previous 3.95%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 12, 2024
SELL
$82.58 - $89.9 $369,297 - $402,032
-4,472 Reduced 7.57%
54,640 $4.91 Million
Q4 2023

Jan 10, 2024
BUY
$70.71 - $85.3 $1.45 Million - $1.74 Million
20,446 Added 52.88%
59,112 $5.02 Million
Q3 2023

Oct 10, 2023
SELL
$74.88 - $83.28 $4.72 Million - $5.25 Million
-63,062 Reduced 61.99%
38,666 $2.93 Million
Q2 2023

Jul 10, 2023
BUY
$72.17 - $80.16 $3.23 Million - $3.58 Million
44,704 Added 78.4%
101,728 $8.12 Million
Q1 2023

Apr 18, 2023
BUY
$65.24 - $76.13 $3.72 Million - $4.34 Million
57,024 New
57,024 $4.21 Million

Others Institutions Holding MOAT

# of Institutions
651
Shares Held
97.9M
Call Options Held
44K
Put Options Held
22.7K
View Full List

About VANECK MORNINGSTAR WIDE MOAT E

MOAT Quotes by TradingView
  • Ticker MOAT
  • Sector ETFs
  • Industry ETFs
More about MOAT
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