Root Financial Partners, LLC Vaneck Morningstar Wide Moat E Transaction History

Root Financial Partners, LLC

  • $1.03 Trillion
  • Q2 2025

A detailed history of Root Financial Partners, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Root Financial Partners, LLC holds 9,648 shares of MOAT stock, worth $828,184. This represents 0.09% of its overall portfolio holdings.

Number of Shares
9,648
Previous 9,784 1.39%
Holding current value
$828,184
Previous $861 Million 5.1%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Aug 11, 2025
SELL
N/A
-136 Reduced 1.39%
9,648 $905 Million
Q1 2025

Apr 24, 2025
SELL
N/A
-244 Reduced 2.43%
9,784 $861 Million
Q4 2024

Jan 29, 2025
BUY
N/A
380 Added 3.94%
10,028 $930 Million
Q1 2024

Apr 24, 2024
BUY
$82.58 - $89.9 $17,259 - $18,789
209 Added 2.21%
9,648 $867 Million
Q4 2023

Jan 29, 2024
BUY
$70.71 - $85.3 $667,431 - $805,146
9,439 New
9,439 $801 Million

Others Institutions Holding MOAT

# of Institutions
757
Shares Held
88.6M
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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