Transform Wealth, LLC Vaneck Morningstar Wide Moat E Transaction History

Transform Wealth, LLC

  • $1.46 Billion
  • Q3 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 40,001 shares of MOAT stock, worth $3.43 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
40,001
Previous 22,597 77.02%
Holding current value
$3.43 Million
Previous $1.96 Million 75.42%
% of portfolio
0.23%
Previous 0.15%

Shares

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

Oct 15, 2024
BUY
$85.84 - $85.84 $1.49 Million - $1.49 Million
17,404 Added 77.02%
40,001 $3.43 Million
Q2 2024

Jul 15, 2024
SELL
$83.97 - $89.72 $304,475 - $325,324
-3,626 Reduced 13.83%
22,597 $1.96 Million
Q1 2024

Apr 15, 2024
BUY
$82.58 - $89.9 $895,497 - $974,875
10,844 Added 70.51%
26,223 $2.36 Million
Q4 2023

Jan 18, 2024
BUY
$70.71 - $85.3 $897,804 - $1.08 Million
12,697 Added 473.42%
15,379 $1.31 Million
Q3 2023

Oct 10, 2023
BUY
$74.88 - $83.28 $200,828 - $223,356
2,682 New
2,682 $203,000

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

MOAT Quotes by TradingView
  • Ticker MOAT
  • Sector ETFs
  • Industry ETFs
More about MOAT
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