Sovereign Financial Group, Inc. Vaneck Morningstar Wide Moat E Transaction History
Sovereign Financial Group, Inc.
- $421 Million
- Q3 2024
A detailed history of Sovereign Financial Group, Inc. transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 8,160 shares of MOAT stock, worth $700,454. This represents 0.17% of its overall portfolio holdings.
Number of Shares
8,160
Previous 8,417
3.05%
Holding current value
$700,454
Previous $728,000
3.85%
% of portfolio
0.17%
Previous 0.18%
Shares
4 transactions
Others Institutions Holding MOAT
# of Institutions
699Shares Held
98.3MCall Options Held
31.5KPut Options Held
7.5K-
Morgan Stanley New York, NY8.66MShares$743 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC8.12MShares$697 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.88MShares$676 Million0.31% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL3.21MShares$276 Million0.38% of portfolio
-
Mesirow Financial Investment Management, Inc.2.64MShares$227 Million4.59% of portfolio