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
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

SELL
$85.84 - $85.84 $11,159 - $11,159
-130 Reduced 0.67%
19,214 $1.86 Billion
Q2 2024

Sep 11, 2024

BUY
$83.97 - $89.72 $400,368 - $427,784
4,768 Added 32.71%
19,344 $1.68 Billion
Q1 2024

Sep 11, 2024

BUY
$82.58 - $89.9 $187,704 - $204,342
2,273 Added 18.48%
14,576 $1.31 Billion
Q4 2023

Sep 11, 2024

BUY
$70.71 - $85.3 $869,945 - $1.05 Million
12,303 New
12,303 $1.04 Billion

Others Institutions Holding MOAT

About VANECK MORNINGSTAR WIDE MOAT E


  • Ticker MOAT
  • Sector ETFs
  • Industry ETFs
More about MOAT
Track This Portfolio

Track Summit Wealth Partners, LLC Portfolio

Follow Summit Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Partners, LLC with notifications on news.