Valley Financial Management, Inc. Vaneck Morningstar Wide Moat E Transaction History
Valley Financial Management, Inc.
- $193 Billion
- Q2 2023
A detailed history of Valley Financial Management, Inc. transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Valley Financial Management, Inc. holds 200,701 shares of MOAT stock, worth $17.2 Million. This represents 8.29% of its overall portfolio holdings.
Number of Shares
200,701
Previous 46,382
332.71%
Holding current value
$17.2 Million
Previous $3.42 Billion
367.64%
% of portfolio
8.29%
Previous 2.12%
Shares
2 transactions
Others Institutions Holding MOAT
# of Institutions
701Shares Held
98.4MCall Options Held
31.5KPut Options Held
7.5K-
Morgan Stanley New York, NY8.66MShares$743 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC8.12MShares$697 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.88MShares$676 Million0.31% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL3.21MShares$276 Million0.38% of portfolio
-
Mesirow Financial Investment Management, Inc.2.64MShares$227 Million4.59% of portfolio