Summit Wealth Partners, LLC Vaneck Morningstar Wide Moat E Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
A detailed history of Summit Wealth Partners, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 19,214 shares of MOAT stock, worth $1.65 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
19,214
Previous 19,344
0.67%
Holding current value
$1.65 Million
Previous $1.68 Billion
11.19%
% of portfolio
0.36%
Previous 0.35%
Shares
4 transactions
Others Institutions Holding MOAT
# of Institutions
687Shares Held
97.4MCall Options Held
19.7KPut Options Held
5.4K-
Bank Of America Corp Charlotte, NC8.54MShares$733 Million0.07% of portfolio
-
Morgan Stanley New York, NY8.52MShares$731 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
-
Wells Fargo & Company San Francisco, CA2.7MShares$232 Million0.06% of portfolio