Sequoia Financial Advisors, LLC Vaneck Morningstar Wide Moat E Transaction History

Sequoia Financial Advisors, LLC

  • $7.97 Billion
  • Q1 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 380,157 shares of MOAT stock, worth $32.6 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
380,157
Previous 378,652 0.4%
Holding current value
$32.6 Million
Previous $32.1 Million 6.35%
% of portfolio
0.43%
Previous 0.4%

Shares

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

Apr 30, 2024
BUY
$82.58 - $89.9 $124,282 - $135,299
1,505 Added 0.4%
380,157 $34.2 Million
Q4 2023

Jan 25, 2024
BUY
$70.71 - $85.3 $25.3 Million - $30.5 Million
357,481 Added 1688.54%
378,652 $32.1 Million
Q3 2023

Nov 08, 2023
BUY
$74.88 - $83.28 $213,632 - $237,597
2,853 Added 15.57%
21,171 $1.61 Million
Q2 2023

Aug 08, 2023
BUY
$72.17 - $80.16 $133,153 - $147,895
1,845 Added 11.2%
18,318 $1.46 Million
Q1 2023

Apr 24, 2023
BUY
$65.24 - $76.13 $263,830 - $307,869
4,044 Added 32.54%
16,473 $1.22 Million
Q4 2022

Jan 17, 2023
BUY
$60.7 - $69.78 $223,983 - $257,488
3,690 Added 42.22%
12,429 $0
Q3 2022

Oct 26, 2022
BUY
N/A
2,209 Added 33.83%
8,739 $524,000
Q2 2022

Jul 22, 2022
BUY
N/A
1,765 Added 37.04%
6,530 $416,000
Q1 2022

May 13, 2022
SELL
N/A
-1,017 Reduced 17.59%
4,765 $356,000
Q4 2021

Feb 11, 2022
BUY
N/A
5,782 New
5,782 $440,000
Q3 2021

Oct 26, 2021
SELL
N/A
-3,977 Closed
0 $0
Q2 2021

Jul 27, 2021
BUY
N/A
1,063 Added 36.48%
3,977 $295,000
Q1 2021

May 14, 2021
BUY
N/A
2,914 New
2,914 $202,000

Others Institutions Holding MOAT

# of Institutions
651
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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