A detailed history of Sea Crest Wealth Management, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 2,679 shares of MOAT stock, worth $229,965. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,679
Previous 5,412 50.5%
Holding current value
$229,965
Previous $468,000 51.07%
% of portfolio
0.03%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

SELL
$85.84 - $85.84 $234,600 - $234,600
-2,733 Reduced 50.5%
2,679 $229,000
Q2 2024

Jul 19, 2024

BUY
$83.97 - $89.72 $5,206 - $5,562
62 Added 1.16%
5,412 $468,000
Q1 2024

Apr 18, 2024

BUY
$82.58 - $89.9 $143,358 - $156,066
1,736 Added 48.04%
5,350 $480,000
Q4 2023

Jan 18, 2024

BUY
$70.71 - $85.3 $255,545 - $308,274
3,614 New
3,614 $306,000

Others Institutions Holding MOAT

About VANECK MORNINGSTAR WIDE MOAT E


  • Ticker MOAT
  • Sector ETFs
  • Industry ETFs
More about MOAT
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