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

Trademark Financial Management, LLC

$126 Billion
Q3 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 46,992 shares of MOAT stock, worth $4.03 Million. This represents 3.61% of its overall portfolio holdings.

Number of Shares

46,992

Previous 86,572 45.72%

Holding current value

$4.03 Million

Previous $7.5 Billion 39.24%

% of portfolio

3.61%

Previous 6.11%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$85.84 - $85.84 $3.4 Million - $3.4 Million	-39,580 Reduced 45.72%	46,992 $4.56 Billion
Q2 2024 Jul 30, 2024	SELL	$83.97 - $89.72 $595,179 - $635,935	-7,088 Reduced 7.57%	86,572 $7.5 Billion
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

699

Shares Held

98.3M

Call Options Held

31.5K

Put Options Held

7.5K

View Full List

About VANECK MORNINGSTAR WIDE MOAT E

Ticker MOAT
Sector ETFs
Industry ETFs

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