Vertex Planning Partners, LLC Vaneck Morningstar Wide Moat E Transaction History
Vertex Planning Partners, LLC
- $385 Billion
- Q2 2024
A detailed history of Vertex Planning Partners, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 3,206 shares of MOAT stock, worth $275,203. This represents 0.07% of its overall portfolio holdings.
Number of Shares
3,206
Previous 3,206
-0.0%
Holding current value
$275,203
Previous $288 Million
3.66%
% of portfolio
0.07%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding MOAT
# of Institutions
681Shares Held
96.6MCall Options Held
29.5KPut Options Held
5.4K-
Bank Of America Corp Charlotte, NC8.54MShares$733 Million0.07% of portfolio
-
Morgan Stanley New York, NY8.52MShares$731 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.26MShares$624 Million0.32% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL3.18MShares$273 Million0.4% of portfolio
-
Wells Fargo & Company San Francisco, CA2.7MShares$232 Million0.06% of portfolio