Principle Wealth Partners LLC Vaneck Morningstar Wide Moat E Transaction History

Principle Wealth Partners LLC

  • $1.33 Billion
  • Q3 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 12,239 shares of MOAT stock, worth $1.05 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
12,239
Previous 12,628 3.08%
Holding current value
$1.05 Million
Previous $1.09 Million 3.93%
% of portfolio
0.08%
Previous 0.09%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
699
Shares Held
98.3M
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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