Trademark Financial Management, LLC Vaneck Morningstar Wide Moat E Transaction History

Trademark Financial Management, LLC

  • $121 Billion
  • Q1 2024

A detailed history of Trademark Financial Management, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Trademark Financial Management, LLC holds 93,660 shares of MOAT stock, worth $8.11 Million. This represents 6.98% of its overall portfolio holdings.

Number of Shares
93,660
Previous 115,532 18.93%
Holding current value
$8.11 Million
Previous $9.81 Billion 14.13%
% of portfolio
6.98%
Previous 7.2%

Shares

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

May 07, 2024
SELL
$82.58 - $89.9 $1.81 Million - $1.97 Million
-21,872 Reduced 18.93%
93,660 $8.42 Billion
Q4 2023

Feb 13, 2024
BUY
$70.71 - $85.3 $8.17 Million - $9.85 Million
115,532 New
115,532 $9.81 Billion

Others Institutions Holding MOAT

# of Institutions
651
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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