A detailed history of Us Advisors Wealth Management, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 54,167 shares of MOAT stock, worth $4.65 Million. This represents 1.65% of its overall portfolio holdings.

Number of Shares
54,167
Previous 55,880 3.07%
Holding current value
$4.65 Million
Previous $5 Million 6.12%
% of portfolio
1.65%
Previous 1.89%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024

SELL
$83.97 - $89.72 $143,840 - $153,690
-1,713 Reduced 3.07%
54,167 $4.69 Million
Q1 2024

May 02, 2024

SELL
$82.58 - $89.9 $217,433 - $236,706
-2,633 Reduced 4.5%
55,880 $5 Million
Q4 2023

Feb 12, 2024

BUY
$70.71 - $85.3 $4.14 Million - $4.99 Million
58,513 New
58,513 $4.97 Million

Others Institutions Holding MOAT

About VANECK MORNINGSTAR WIDE MOAT E


  • Ticker MOAT
  • Sector ETFs
  • Industry ETFs
More about MOAT
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