Principle Wealth Partners LLC Vaneck Morningstar Wide Moat E Transaction History

Principle Wealth Partners LLC

$1.35 Billion
Q4 2024

A detailed history of Principle Wealth Partners LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Principle Wealth Partners LLC holds 11,404 shares of MOAT stock, worth $978,919. This represents 0.07% of its overall portfolio holdings.

Number of Shares

11,404

Previous 12,239 6.82%

Holding current value

$978,919

Previous $1.05 Million 6.86%

% of portfolio

0.07%

Previous 0.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	N/A	-835 Reduced 6.82%	11,404 $978,000
Q3 2024 Nov 13, 2024	SELL	$85.84 - $85.84 $33,391 - $33,391	-389 Reduced 3.08%	12,239 $1.05 Million
Q2 2024 Aug 13, 2024	SELL	$83.97 - $89.72 $30,229 - $32,299	-360 Reduced 2.77%	12,628 $1.09 Million
Q1 2024 Apr 23, 2024	SELL	$82.58 - $89.9 $6,936 - $7,551	-84 Reduced 0.64%	12,988 $1.17 Million
Q4 2023 Feb 05, 2024	BUY	$70.71 - $85.3 $122,893 - $148,251	1,738 Added 15.33%	13,072 $1.11 Million
Q3 2023 Nov 01, 2023	BUY	$74.88 - $83.28 $197,009 - $219,109	2,631 Added 30.23%	11,334 $859,000
Q2 2023 Jul 31, 2023	BUY	$72.17 - $80.16 $628,095 - $697,632	8,703 New	8,703 $694,000

Others Institutions Holding MOAT

# of Institutions

749

Shares Held

104M

Call Options Held

27.5K

Put Options Held

7.2K

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About VANECK MORNINGSTAR WIDE MOAT E

Ticker MOAT
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Principle Wealth Partners LLC Vaneck Morningstar Wide Moat E Transaction History