Resurgent Financial Advisors LLC Vaneck Morningstar Wide Moat E Transaction History

Resurgent Financial Advisors LLC

$163 Million
Q2 2024

A detailed history of Resurgent Financial Advisors LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Resurgent Financial Advisors LLC holds 9,329 shares of MOAT stock, worth $800,801. This represents 0.49% of its overall portfolio holdings.

Number of Shares

9,329

Previous 18,658 50.0%

Holding current value

$800,801

Previous $1.68 Million 51.88%

% of portfolio

0.49%

Previous 0.86%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	SELL	$83.97 - $89.72 $783,356 - $836,997	-9,329 Reduced 50.0%	9,329 $807,000
Q1 2024 May 10, 2024	BUY	$82.58 - $89.9 $784,427 - $853,960	9,499 Added 103.71%	18,658 $1.68 Million
Q4 2023 Feb 09, 2024	SELL	$70.71 - $85.3 $99,418 - $119,931	-1,406 Reduced 13.31%	9,159 $777,000
Q3 2023 Nov 13, 2023	SELL	$74.88 - $83.28 $22,464 - $24,984	-300 Reduced 2.76%	10,565 $801,000
Q2 2023 Aug 14, 2023	BUY	$72.17 - $80.16 $71,448 - $79,358	990 Added 10.03%	10,865 $866,000
Q1 2023 May 15, 2023	BUY	$65.24 - $76.13 $46,189 - $53,900	708 Added 7.72%	9,875 $729,000
Q4 2022 Feb 14, 2023	BUY	$60.7 - $69.78 $335,488 - $385,674	5,527 Added 151.84%	9,167 $595,000
Q3 2022 Nov 14, 2022	BUY	N/A	3,640 New	3,640 $218,000

Others Institutions Holding MOAT

# of Institutions

681

Shares Held

96.6M

Call Options Held

29.5K

Put Options Held

5.4K

View Full List

About VANECK MORNINGSTAR WIDE MOAT E

Ticker MOAT
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Resurgent Financial Advisors LLC Vaneck Morningstar Wide Moat E Transaction History