Triad Wealth Partners, LLC Vaneck Morningstar Wide Moat E Transaction History
Triad Wealth Partners, LLC
- $775 Billion
- Q3 2025
A detailed history of Triad Wealth Partners, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 7,300 shares of MOAT stock, worth $626,632. This represents 0.09% of its overall portfolio holdings.
Number of Shares
7,300
Previous 3,022
141.56%
Holding current value
$626,632
Previous $283 Million
155.27%
% of portfolio
0.09%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding MOAT
# of Institutions
753Shares Held
84.9MCall Options Held
8.6KPut Options Held
0-
Morgan Stanley New York, NY6.62MShares$568 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.4MShares$550 Million0.17% of portfolio
-
Bank Of America Corp Charlotte, NC6.28MShares$539 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.22MShares$276 Million0.09% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL3.21MShares$276 Million0.38% of portfolio