Sovereign Financial Group, Inc. Vaneck Morningstar Wide Moat E Transaction History

Sovereign Financial Group, Inc.

  • $426 Million
  • Q4 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 8,407 shares of MOAT stock, worth $721,656. This represents 0.17% of its overall portfolio holdings.

Number of Shares
8,407
Previous 8,160 3.03%
Holding current value
$721,656
Previous $700,000 3.0%
% of portfolio
0.17%
Previous 0.17%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
N/A
247 Added 3.03%
8,407 $721,000
Q3 2024

Oct 08, 2024
SELL
$85.84 - $85.84 $22,060 - $22,060
-257 Reduced 3.05%
8,160 $700,000
Q2 2024

Jul 15, 2024
BUY
$83.97 - $89.72 $102,443 - $109,458
1,220 Added 16.95%
8,417 $728,000
Q1 2024

Apr 15, 2024
BUY
$82.58 - $89.9 $159,792 - $173,956
1,935 Added 36.77%
7,197 $647,000
Q4 2023

Feb 06, 2024
BUY
$70.71 - $85.3 $372,076 - $448,848
5,262 New
5,262 $446,000

Others Institutions Holding MOAT

# of Institutions
703
Shares Held
98.5M
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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