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

Philip James Wealth Mangement, LLC

  • $814 Billion
  • Q3 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 163,275 shares of MOAT stock, worth $14 Million. This represents 1.94% of its overall portfolio holdings.

Number of Shares
163,275
Previous 160,982 1.42%
Holding current value
$14 Million
Previous $13.9 Billion 13.53%
% of portfolio
1.94%
Previous 9.28%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$85.84 - $85.84 $196,831 - $196,831
2,293 Added 1.42%
163,275 $15.8 Billion
Q2 2024

Jul 23, 2024
BUY
$83.97 - $89.72 $1.86 Million - $1.98 Million
22,113 Added 15.92%
160,982 $13.9 Billion
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
701
Shares Held
98.4M
Call Options Held
31.5K
Put Options Held
7.5K
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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