Valmark Advisers, Inc. Vaneck Morningstar Wide Moat E Transaction History

Valmark Advisers, Inc.

$6.38 Billion
Q4 2024

A detailed history of Valmark Advisers, Inc. transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Valmark Advisers, Inc. holds 2,633 shares of MOAT stock, worth $226,016. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,633

Previous 2,633 -0.0%

Holding current value

$226,016

Previous $226,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	SELL	$85.84 - $85.84 $7,553 - $7,553	-88 Reduced 3.23%	2,633 $226,000
Q2 2024 Jul 31, 2024	SELL	$83.97 - $89.72 $96,061 - $102,639	-1,144 Reduced 29.6%	2,721 $235,000
Q1 2024 May 03, 2024	BUY	$82.58 - $89.9 $79,524 - $86,573	963 Added 33.18%	3,865 $347,000
Q4 2023 Feb 02, 2024	BUY	$70.71 - $85.3 $13,717 - $16,548	194 Added 7.16%	2,902 $246,000
Q3 2023 Nov 07, 2023	BUY	$74.88 - $83.28 $4,642 - $5,163	62 Added 2.34%	2,708 $205,000
Q2 2023 Aug 02, 2023	BUY	$72.17 - $80.16 $190,961 - $212,103	2,646 New	2,646 $211,000
Q3 2022 Nov 02, 2022	SELL	N/A	-204 Reduced 5.34%	3,617 $217,000
Q2 2022 Aug 01, 2022	BUY	N/A	122 Added 3.3%	3,821 $244,000
Q1 2022 May 10, 2022	BUY	N/A	3,699 New	3,699 $276,000

Others Institutions Holding MOAT

# of Institutions

749

Shares Held

104M

Call Options Held

27.5K

Put Options Held

7.2K

View Full List

About VANECK MORNINGSTAR WIDE MOAT E

Ticker MOAT
Sector ETFs
Industry ETFs

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Valmark Advisers, Inc. Vaneck Morningstar Wide Moat E Transaction History