Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

May 05, 2022

SELL
N/A
-13,013 Closed
0 $0
Q4 2021

Feb 03, 2022

SELL
N/A
-403 Reduced 3.0%
13,013 $990,000
Q3 2021

Nov 03, 2021

SELL
N/A
-5,415 Reduced 28.76%
13,416 $983,000
Q2 2021

Jul 30, 2021

BUY
N/A
594 Added 3.26%
18,831 $1.4 Million
Q1 2021

May 07, 2021

BUY
N/A
18,237 New
18,237 $1.26 Million

Others Institutions Holding MOAT

About VANECK MORNINGSTAR WIDE MOAT E


  • Ticker MOAT
  • Sector ETFs
  • Industry ETFs
More about MOAT
Track This Portfolio

Track Sound Financial Strategies Group, LLC Portfolio

Follow Sound Financial Strategies Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sound Financial Strategies Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sound Financial Strategies Group, LLC with notifications on news.