Sound View Wealth Advisors Group, LLC Vaneck Morningstar Wide Moat E Transaction History

Sound View Wealth Advisors Group, LLC

  • $1.21 Billion
  • Q3 2024

A detailed history of Sound View Wealth Advisors Group, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 6,252 shares of MOAT stock, worth $536,671. This represents 0.04% of its overall portfolio holdings.

Number of Shares
6,252
Previous 6,048 3.37%
Holding current value
$536,671
Previous $523,000 2.49%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Nov 12, 2024
BUY
$85.84 - $85.84 $17,511 - $17,511
204 Added 3.37%
6,252 $536,000
Q2 2024

Aug 05, 2024
BUY
$83.97 - $89.72 $103,702 - $110,804
1,235 Added 25.66%
6,048 $523,000
Q1 2024

May 09, 2024
BUY
$82.58 - $89.9 $165,407 - $180,069
2,003 Added 71.28%
4,813 $432,000
Q1 2023

May 12, 2023
BUY
$65.24 - $76.13 $183,324 - $213,925
2,810 New
2,810 $207,000

Others Institutions Holding MOAT

# of Institutions
699
Shares Held
98.3M
Call Options Held
31.5K
Put Options Held
7.5K
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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