Sound View Wealth Advisors Group, LLC Vaneck Morningstar Wide Moat E Transaction History
Sound View Wealth Advisors Group, LLC
- $933 Million
- Q1 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 4,813 shares of MOAT stock, worth $413,147. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,813
Previous 2,810
71.28%
Holding current value
$413,147
Previous $238,000
81.51%
% of portfolio
0.05%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding MOAT
# of Institutions
652Shares Held
97.9MCall Options Held
44KPut Options Held
22.7K-
Bank Of America Corp Charlotte, NC8.84MShares$758 Million0.08% of portfolio
-
Morgan Stanley New York, NY8.7MShares$746 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.3MShares$626 Million0.36% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL3.25MShares$279 Million0.44% of portfolio
-
Wells Fargo & Company San Francisco, CA2.66MShares$228 Million0.06% of portfolio