Rooted Wealth Advisors, Inc. Vaneck Morningstar Wide Moat E Transaction History
Rooted Wealth Advisors, Inc.
- $203 Million
- Q1 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 61,715 shares of MOAT stock, worth $5.3 Million. This represents 2.69% of its overall portfolio holdings.
Number of Shares
61,715
Previous 59,453
3.8%
Holding current value
$5.3 Million
Previous $5.02 Million
8.52%
% of portfolio
2.69%
Previous 2.63%
Shares
4 transactions
Others Institutions Holding MOAT
# of Institutions
652Shares Held
97.9MCall Options Held
44KPut Options Held
22.7K-
Bank Of America Corp Charlotte, NC8.84MShares$758 Million0.08% of portfolio
-
Morgan Stanley New York, NY8.7MShares$746 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.3MShares$626 Million0.36% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL3.25MShares$279 Million0.44% of portfolio
-
Wells Fargo & Company San Francisco, CA2.66MShares$228 Million0.06% of portfolio