Ratio Wealth Group Vaneck Morningstar Wide Moat E Transaction History
Ratio Wealth Group
- $516 Million
- Q1 2024
A detailed history of Ratio Wealth Group transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Ratio Wealth Group holds 217,807 shares of MOAT stock, worth $18.7 Million. This represents 3.79% of its overall portfolio holdings.
Number of Shares
217,807
Previous 202,850
7.37%
Holding current value
$18.7 Million
Previous $17.2 Million
13.74%
% of portfolio
3.79%
Previous 3.73%
Shares
2 transactions
Others Institutions Holding MOAT
# of Institutions
753Shares Held
85MCall Options Held
8.6KPut Options Held
0-
Morgan Stanley New York, NY6.62MShares$568 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.4MShares$550 Million0.17% of portfolio
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Bank Of America Corp Charlotte, NC6.28MShares$539 Million0.04% of portfolio
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Raymond James Financial Inc St. Petersburg, FL3.22MShares$276 Million0.09% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL3.21MShares$276 Million0.38% of portfolio