Venturi Wealth Management, LLC Vaneck Morningstar Wide Moat E Transaction History

Venturi Wealth Management, LLC

  • $1.45 Billion
  • Q1 2024

A detailed history of Venturi Wealth Management, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 95 shares of MOAT stock, worth $8,154. This represents 0.0% of its overall portfolio holdings.

Number of Shares
95
Previous 85 11.76%
Holding current value
$8,154
Previous $7,000 14.29%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
BUY
$82.58 - $89.9 $825 - $899
10 Added 11.76%
95 $8,000
Q4 2023

Jan 23, 2024
BUY
$70.71 - $85.3 $70 - $85
1 Added 1.19%
85 $7,000
Q1 2023

May 02, 2023
BUY
$65.24 - $76.13 $5,480 - $6,394
84 New
84 $6,000
Q2 2020

Aug 05, 2020
SELL
N/A
-23,581 Closed
0 $0
Q1 2020

May 15, 2020
BUY
N/A
42 Added 0.18%
23,581 $1.03 Million
Q4 2019

Jan 27, 2020
SELL
N/A
-38 Reduced 0.16%
23,539 $1.29 Million
Q1 2019

May 14, 2019
BUY
N/A
240 Added 1.03%
23,577 $1.11 Million
Q4 2018

Feb 12, 2019
BUY
N/A
23,337 New
23,337 $939,000

Others Institutions Holding MOAT

# of Institutions
651
Shares Held
97.9M
Call Options Held
44K
Put Options Held
22.7K
View Full List

About VANECK MORNINGSTAR WIDE MOAT E

MOAT Quotes by TradingView
  • Ticker MOAT
  • Sector ETFs
  • Industry ETFs
More about MOAT
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