Stonebridge Financial Planning Group, LLC Vaneck Morningstar Wide Moat E Transaction History

Stonebridge Financial Planning Group, LLC

  • $181 Million
  • Q1 2024

A detailed history of Stonebridge Financial Planning Group, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 12,089 shares of MOAT stock, worth $1.04 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
12,089
Previous 8,609 40.42%
Holding current value
$1.04 Million
Previous $730,000 48.77%
% of portfolio
0.6%
Previous 0.43%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$82.58 - $89.9 $287,378 - $312,852
3,480 Added 40.42%
12,089 $1.09 Million
Q4 2023

Feb 05, 2024
BUY
$70.71 - $85.3 $366,560 - $442,195
5,184 Added 151.36%
8,609 $730,000
Q3 2023

Nov 07, 2023
BUY
$74.88 - $83.28 $256,463 - $285,234
3,425 New
3,425 $259,000

Others Institutions Holding MOAT

# of Institutions
652
Shares Held
97.9M
Call Options Held
44K
Put Options Held
22.7K
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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