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 10,028 shares of MOAT stock, worth $860,803. This represents 0.12% of its overall portfolio holdings.

Number of Shares
10,028
Previous 9,648 3.94%
Holding current value
$860,803
Previous $935 Million 0.59%
% of portfolio
0.12%
Previous 0.15%

Shares

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

About VANECK MORNINGSTAR WIDE MOAT E


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

Track Root Financial Partners, LLC Portfolio

Follow Root Financial Partners, 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 Root Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Root Financial Partners, LLC with notifications on news.