Sowell Financial Services LLC Vaneck Morningstar Wide Moat E Transaction History

Sowell Financial Services LLC

$2.34 Billion
Q2 2025

A detailed history of Sowell Financial Services LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Sowell Financial Services LLC holds 2,768 shares of MOAT stock, worth $237,605. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,768

Previous 2,842 2.6%

Holding current value

$237,605

Previous $243,000 2.47%

% of portfolio

0.01%

Previous 0.01%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	SELL	N/A	-74 Reduced 2.6%	2,768 $237,000
Q1 2025 Apr 17, 2025	BUY	N/A	2,842 New	2,842 $243,000
Q1 2023 May 12, 2023	BUY	$65.24 - $76.13 $218,814 - $255,340	3,354 New	3,354 $247,000
Q2 2022 Aug 15, 2022	BUY	N/A	147,306 New	147,306 $5.75 Million
Q2 2021 Aug 05, 2021	SELL	N/A	-61,641 Closed	0 $0
Q1 2021 May 07, 2021	BUY	N/A	20,425 Added 49.56%	61,641 $4.49 Million
Q4 2020 Jan 13, 2021	BUY	N/A	8,726 Added 26.86%	41,216 $2.56 Million
Q3 2020 Nov 12, 2020	BUY	N/A	5,554 Added 20.62%	32,490 $1.77 Million
Q2 2020 Aug 13, 2020	SELL	N/A	-8,397 Reduced 23.77%	26,936 $1.41 Million
Q1 2020 May 12, 2020	SELL	N/A	-13,187 Reduced 27.18%	35,333 $1.55 Million
Q4 2019 Feb 07, 2020	BUY	N/A	32,731 Added 207.3%	48,520 $0
Q3 2019 Nov 14, 2019	BUY	N/A	15,789 New	15,789 $792,000

Others Institutions Holding MOAT

# of Institutions

759

Shares Held

95M

Call Options Held

37K

Put Options Held

9.4K

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About VANECK MORNINGSTAR WIDE MOAT E

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Sowell Financial Services LLC Vaneck Morningstar Wide Moat E Transaction History