Rooted Wealth Advisors, Inc. Vaneck Morningstar Wide Moat E Transaction History

Rooted Wealth Advisors, Inc.

  • $227 Million
  • Q2 2024

A detailed history of Rooted Wealth Advisors, Inc. transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 68,083 shares of MOAT stock, worth $5.84 Million. This represents 2.66% of its overall portfolio holdings.

Number of Shares
68,083
Previous 61,715 10.32%
Holding current value
$5.84 Million
Previous $5.45 Million 10.68%
% of portfolio
2.66%
Previous 2.69%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024
BUY
$83.97 - $89.72 $534,720 - $571,336
6,368 Added 10.32%
68,083 $6.03 Million
Q1 2024

Apr 17, 2024
BUY
$82.58 - $89.9 $186,795 - $203,353
2,262 Added 3.8%
61,715 $5.45 Million
Q4 2023

Feb 07, 2024
BUY
$70.71 - $85.3 $582,721 - $702,957
8,241 Added 16.09%
59,453 $5.02 Million
Q3 2023

Nov 21, 2023
BUY
$74.88 - $83.28 $3.06 Million - $3.4 Million
40,825 Added 393.04%
51,212 $3.97 Million
Q2 2023

Aug 03, 2023
BUY
$72.17 - $80.16 $749,629 - $832,621
10,387 New
10,387 $825,000

Others Institutions Holding MOAT

# of Institutions
683
Shares Held
97.3M
Call Options Held
19.7K
Put Options Held
5.4K
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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