Transform Wealth, LLC Vaneck Morningstar Wide Moat E Transaction History

Transform Wealth, LLC

  • $1.6 Billion
  • Q1 2025

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 33,316 shares of MOAT stock, worth $2.86 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
33,316
Previous 36,000 7.46%
Holding current value
$2.86 Million
Previous $3.09 Million 7.48%
% of portfolio
0.18%
Previous 0.18%

Shares

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

Apr 15, 2025
SELL
N/A
-2,684 Reduced 7.46%
33,316 $2.86 Million
Q4 2024

Jan 16, 2025
SELL
N/A
-4,001 Reduced 10.0%
36,000 $3.09 Million
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
761
Shares Held
97.8M
Call Options Held
37K
Put Options Held
9.4K
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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