Portside Wealth Group, LLC Vaneck Morningstar Wide Moat E Transaction History

Portside Wealth Group, LLC

  • $541 Billion
  • Q1 2024

A detailed history of Portside Wealth Group, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Portside Wealth Group, LLC holds 2,363 shares of MOAT stock, worth $202,839. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,363
Previous 2,765 14.54%
Holding current value
$202,839
Previous $235 Million 9.47%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Apr 17, 2024
SELL
$82.58 - $89.9 $33,197 - $36,139
-402 Reduced 14.54%
2,363 $212 Million
Q4 2023

Jan 16, 2024
SELL
$70.71 - $85.3 $1,414 - $1,706
-20 Reduced 0.72%
2,765 $235 Million
Q3 2023

Oct 27, 2023
BUY
$74.88 - $83.28 $208,540 - $231,934
2,785 New
2,785 $211 Million
Q2 2023

Aug 01, 2023
BUY
$72.17 - $80.16 $682,150 - $757,672
9,452 New
9,452 $754,000

Others Institutions Holding MOAT

# of Institutions
652
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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