Summit Wealth Partners, LLC Vaneck Morningstar Wide Moat E Transaction History

Summit Wealth Partners, LLC

  • $493 Billion
  • Q1 2025

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 18,048 shares of MOAT stock, worth $1.55 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
18,048
Previous 18,036 0.07%
Holding current value
$1.55 Million
Previous $1.67 Billion 5.03%
% of portfolio
0.32%
Previous 0.34%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
BUY
N/A
12 Added 0.07%
18,048 $1.59 Billion
Q4 2024

Jan 27, 2025
SELL
N/A
-1,178 Reduced 6.13%
18,036 $1.67 Billion
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

# of Institutions
755
Shares Held
99.3M
Call Options Held
40.2K
Put Options Held
10.4K
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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