Vantage Financial Partners Ltd., Inc. Vaneck Morningstar Wide Moat E Transaction History

Vantage Financial Partners Ltd., Inc.

$394 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 05, 2021	BUY	N/A	350 Added 12.07%	3,250 $238,000
Q2 2021 Aug 11, 2021	BUY	N/A	2,900 New	2,900 $215,000

Others Institutions Holding MOAT

# of Institutions

699

Shares Held

98.3M

Call Options Held

31.5K

Put Options Held

7.5K

Morgan Stanley New York, NY

8.66M
Shares

$743 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

8.12M
Shares

$697 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

7.88M
Shares

$676 Million
0.31% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

3.21M
Shares

$276 Million
0.38% of portfolio
Mesirow Financial Investment Management, Inc.

2.64M
Shares

$227 Million
4.59% of portfolio

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