Plotkin Financial Advisors, LLC Vaneck Morningstar Wide Moat E Transaction History

Plotkin Financial Advisors, LLC

$181 Billion
Q2 2025

A detailed history of Plotkin Financial Advisors, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Plotkin Financial Advisors, LLC holds 115,496 shares of MOAT stock, worth $9.91 Million. This represents 5.98% of its overall portfolio holdings.

Number of Shares

115,496

Previous 117,560 1.76%

Holding current value

$9.91 Million

Previous $10.3 Billion 4.71%

% of portfolio

5.98%

Previous 6.36%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	N/A	-2,064 Reduced 1.76%	115,496 $10.8 Billion
Q1 2025 May 15, 2025	BUY	N/A	2,079 Added 1.8%	117,560 $10.3 Billion
Q4 2024 Mar 05, 2025	BUY	N/A	1,190 Added 1.04%	115,481 $10.7 Billion
Q3 2024 Nov 14, 2024	BUY	$85.84 - $85.84 $9.81 Million - $9.81 Million	114,291 New	114,291 $11.1 Billion
Q2 2024 Nov 14, 2024	BUY	$83.97 - $89.72 $75,573 - $80,748	900 Added 0.82%	111,324 $9.64 Billion
Q1 2024 Nov 14, 2024	BUY	$82.58 - $89.9 $2.5 Million - $2.72 Million	30,252 Added 37.73%	110,424 $9.93 Billion
Q4 2023 Nov 14, 2024	BUY	$70.71 - $85.3 $360,126 - $434,432	5,093 Added 6.78%	80,172 $6.8 Billion
Q3 2023 Nov 14, 2024	BUY	$74.88 - $83.28 $874,149 - $972,210	11,674 Added 18.41%	75,079 $5.69 Billion
Q2 2023 Nov 14, 2024	BUY	$72.17 - $80.16 $1.6 Million - $1.78 Million	22,211 Added 53.92%	63,405 $5.06 Billion
Q1 2023 Nov 14, 2024	BUY	$65.24 - $76.13 $491,713 - $573,791	7,537 Added 22.39%	41,194 $3.04 Billion
Q4 2022 Nov 14, 2024	BUY	$60.7 - $69.78 $33,567 - $38,588	553 Added 1.67%	33,657 $2.18 Billion
Q3 2022 Nov 14, 2024	BUY	N/A	3,960 Added 13.59%	33,104 $1.99 Billion
Q2 2022 Nov 14, 2024	BUY	N/A	5,009 Added 20.75%	29,144 $1.86 Billion
Q1 2022 Nov 14, 2024	BUY	N/A	12,758 Added 112.14%	24,135 $1.8 Billion
Q4 2021 Nov 14, 2024	SELL	N/A	-102,914 Reduced 90.05%	11,377 $866 Million

Others Institutions Holding MOAT

# of Institutions

754

Shares Held

88M

Call Options Held

20.9K

Put Options Held

View Full List

About VANECK MORNINGSTAR WIDE MOAT E

Ticker MOAT
Sector ETFs
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Plotkin Financial Advisors, LLC Vaneck Morningstar Wide Moat E Transaction History