Philip James Wealth Mangement, LLC Vaneck Morningstar Wide Moat E Transaction History

Philip James Wealth Mangement, LLC

  • $141 Billion
  • Q1 2024

A detailed history of Philip James Wealth Mangement, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 138,869 shares of MOAT stock, worth $11.9 Million. This represents 8.84% of its overall portfolio holdings.

Number of Shares
138,869
Previous 132,224 5.03%
Holding current value
$11.9 Million
Previous $11.2 Billion 11.25%
% of portfolio
8.84%
Previous 8.69%

Shares

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

Apr 29, 2024
BUY
$82.58 - $89.9 $548,744 - $597,385
6,645 Added 5.03%
138,869 $12.5 Billion
Q4 2023

Jan 29, 2024
BUY
$70.71 - $85.3 $9.35 Million - $11.3 Million
132,224 New
132,224 $11.2 Billion

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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