A detailed history of United Advisor Group, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, United Advisor Group, LLC holds 10,683 shares of MOAT stock, worth $917,028. This represents 0.19% of its overall portfolio holdings.

Number of Shares
10,683
Previous 13,515 20.95%
Holding current value
$917,028
Previous $1.16 Million 20.95%
% of portfolio
0.19%
Previous 0.27%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 24, 2025

SELL
N/A
-2,832 Reduced 20.95%
10,683 $917,000
Q3 2024

Oct 30, 2024

BUY
$85.84 - $85.84 $434,522 - $434,522
5,062 Added 59.88%
13,515 $1.16 Million
Q2 2024

Aug 08, 2024

BUY
$83.97 - $89.72 $709,798 - $758,403
8,453 New
8,453 $732,000

Others Institutions Holding MOAT

About VANECK MORNINGSTAR WIDE MOAT E


  • Ticker MOAT
  • Sector ETFs
  • Industry ETFs
More about MOAT
Track This Portfolio

Track United Advisor Group, LLC Portfolio

Follow United Advisor Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of United Advisor Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Advisor Group, LLC with notifications on news.