Transform Wealth, LLC Vaneck Morningstar Wide Moat E Transaction History
Transform Wealth, LLC
- $1.02 Billion
- Q1 2024
A detailed history of Transform Wealth, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Transform Wealth, LLC holds 26,223 shares of MOAT stock, worth $2.25 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
26,223
Previous 15,379
70.51%
Holding current value
$2.25 Million
Previous $1.31 Million
80.61%
% of portfolio
0.23%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding MOAT
# of Institutions
653Shares Held
97.9MCall Options Held
44KPut Options Held
22.7K-
Bank Of America Corp Charlotte, NC8.84MShares$758 Million0.08% of portfolio
-
Morgan Stanley New York, NY8.7MShares$746 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.3MShares$626 Million0.36% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL3.25MShares$279 Million0.44% of portfolio
-
Wells Fargo & Company San Francisco, CA2.66MShares$228 Million0.06% of portfolio