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

Robertson Stephens Wealth Management, LLC

  • $2.7 Billion
  • Q3 2024

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 139,881 shares of MOAT stock, worth $12 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
139,881
Previous 11,353 1132.11%
Holding current value
$12 Million
Previous $983,000 1121.46%
% of portfolio
0.45%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
701
Shares Held
98.4M
Call Options Held
31.5K
Put Options Held
7.5K
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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