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 11,353 shares of MOAT stock, worth $974,541. This represents 0.05% of its overall portfolio holdings.

Number of Shares
11,353
Holding current value
$974,541
% of portfolio
0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About VANECK MORNINGSTAR WIDE MOAT E


  • Ticker MOAT
  • Sector ETFs
  • Industry ETFs
More about MOAT
Track This Portfolio

Track Robertson Stephens Wealth Management, LLC Portfolio

Follow Robertson Stephens Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Robertson Stephens Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Robertson Stephens Wealth Management, LLC with notifications on news.