Sax Wealth Advisors, LLC Vaneck Morningstar Wide Moat E Transaction History

Sax Wealth Advisors, LLC

  • $848 Million
  • Q1 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 7,127 shares of MOAT stock, worth $611,781. This represents 0.08% of its overall portfolio holdings.

Number of Shares
7,127
Previous 4,116 73.15%
Holding current value
$611,781
Previous $349,000 83.38%
% of portfolio
0.08%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$82.58 - $89.9 $248,648 - $270,688
3,011 Added 73.15%
7,127 $640,000
Q4 2023

Feb 14, 2024
BUY
$70.71 - $85.3 $51,264 - $61,842
725 Added 21.38%
4,116 $349,000
Q3 2023

Nov 07, 2023
BUY
$74.88 - $83.28 $253,918 - $282,402
3,391 New
3,391 $257,000

Others Institutions Holding MOAT

# of Institutions
652
Shares Held
97.9M
Call Options Held
44K
Put Options Held
22.7K
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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