Voisard Asset Management Group, Inc. Vaneck Morningstar Wide Moat E Transaction History

Voisard Asset Management Group, Inc.

$240 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 15, 2024	BUY	$83.97 - $89.72 $2,351 - $2,512	28 New	28 $2.43 Million

Others Institutions Holding MOAT

# of Institutions

685

Shares Held

97.8M

Call Options Held

19.7K

Put Options Held

5.4K

Bank Of America Corp Charlotte, NC

8.54M
Shares

$733 Million
0.07% of portfolio
Morgan Stanley New York, NY

8.52M
Shares

$731 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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