Provenance Wealth Advisors, LLC Vaneck Morningstar Wide Moat E Transaction History
Provenance Wealth Advisors, LLC
- $774 Billion
- Q3 2025
A detailed history of Provenance Wealth Advisors, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Provenance Wealth Advisors, LLC holds 912,877 shares of MOAT stock, worth $78.4 Million. This represents 11.69% of its overall portfolio holdings.
Number of Shares
912,877
Previous 1,114,653
18.1%
Holding current value
$78.4 Million
Previous $98.1 Billion
7.76%
% of portfolio
11.69%
Previous 14.11%
Shares
8 transactions
Others Institutions Holding MOAT
# of Institutions
754Shares Held
85.2MCall Options Held
20.9KPut Options Held
0-
Bank Of America Corp Charlotte, NC6.79MShares$583 Million0.04% of portfolio
-
Morgan Stanley New York, NY6.78MShares$582 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.4MShares$550 Million0.17% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.84MShares$329 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL3.21MShares$276 Million0.38% of portfolio