Sheets Smith Wealth Management Vaneck Morningstar Wide Moat E Transaction History

Sheets Smith Wealth Management

  • $884 Million
  • Q1 2024

A detailed history of Sheets Smith Wealth Management transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Sheets Smith Wealth Management holds 10,981 shares of MOAT stock, worth $942,609. This represents 0.11% of its overall portfolio holdings.

Number of Shares
10,981
Previous 10,316 6.45%
Holding current value
$942,609
Previous $875,000 12.8%
% of portfolio
0.11%
Previous 0.11%

Shares

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

May 08, 2024
BUY
$82.58 - $89.9 $54,915 - $59,783
665 Added 6.45%
10,981 $987,000
Q4 2023

Feb 06, 2024
BUY
$70.71 - $85.3 $30,617 - $36,934
433 Added 4.38%
10,316 $875,000
Q3 2023

Oct 23, 2023
BUY
$74.88 - $83.28 $417,456 - $464,286
5,575 Added 129.41%
9,883 $749,000
Q2 2023

Aug 09, 2023
BUY
$72.17 - $80.16 $310,908 - $345,329
4,308 New
4,308 $343,000

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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