Robertson Stephens Wealth Management, LLC Vaneck Morningstar Wide Moat E Transaction History

Robertson Stephens Wealth Management, LLC

  • $3.07 Billion
  • Q2 2025

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 122,685 shares of MOAT stock, worth $10.5 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
122,685
Previous 131,090 6.41%
Holding current value
$10.5 Million
Previous $11.3 Million 6.41%
% of portfolio
0.34%
Previous 0.4%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
SELL
N/A
-8,405 Reduced 6.41%
122,685 $10.5 Million
Q1 2025

Apr 17, 2025
SELL
N/A
-2,587 Reduced 1.94%
131,090 $11.3 Million
Q4 2024

Jan 27, 2025
SELL
N/A
-6,204 Reduced 4.44%
133,677 $11.5 Million
Q3 2024

Nov 12, 2024
BUY
$85.84 - $85.84 $11 Million - $11 Million
128,528 Added 1132.11%
139,881 $12 Million
Q2 2024

Aug 13, 2024
BUY
$83.97 - $89.72 $953,311 - $1.02 Million
11,353 New
11,353 $983,000
Q3 2023

Nov 13, 2023
BUY
$74.88 - $83.28 $5.36 Million - $5.96 Million
71,576 New
71,576 $5.43 Million

Others Institutions Holding MOAT

# of Institutions
753
Shares Held
88M
Call Options Held
20.9K
Put Options Held
0
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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