Walled Lake Planning & Wealth Management, LLC Vaneck Morningstar Wide Moat E Transaction History

Walled Lake Planning & Wealth Management, LLC

  • $257 Million
  • Q2 2025

A detailed history of Walled Lake Planning & Wealth Management, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Walled Lake Planning & Wealth Management, LLC holds 8,189 shares of MOAT stock, worth $702,943. This represents 0.27% of its overall portfolio holdings.

Number of Shares
8,189
Previous 9,637 15.03%
Holding current value
$702,943
Previous $827,000 15.11%
% of portfolio
0.27%
Previous 0.32%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
SELL
N/A
-1,448 Reduced 15.03%
8,189 $702,000
Q1 2025

May 07, 2025
BUY
N/A
201 Added 2.13%
9,637 $827,000
Q4 2024

Feb 12, 2025
BUY
N/A
888 Added 10.39%
9,436 $809,000
Q3 2024

Nov 14, 2024
BUY
$85.84 - $85.84 $24,893 - $24,893
290 Added 3.51%
8,548 $733,000
Q2 2024

Aug 12, 2024
BUY
$83.97 - $89.72 $93,290 - $99,678
1,111 Added 15.54%
8,258 $715,000
Q1 2024

May 13, 2024
BUY
$82.58 - $89.9 $115,364 - $125,590
1,397 Added 24.3%
7,147 $642,000
Q4 2023

Feb 13, 2024
BUY
$70.71 - $85.3 $1,555 - $1,876
22 Added 0.38%
5,750 $488,000
Q3 2023

Nov 14, 2023
BUY
$74.88 - $83.28 $6,814 - $7,578
91 Added 1.61%
5,728 $434,000
Q2 2023

Aug 11, 2023
SELL
$72.17 - $80.16 $11,691 - $12,985
-162 Reduced 2.79%
5,637 $449,000
Q1 2023

May 12, 2023
BUY
$65.24 - $76.13 $39,665 - $46,287
608 Added 11.71%
5,799 $428,000
Q4 2022

Feb 13, 2023
BUY
$60.7 - $69.78 $24,401 - $28,051
402 Added 8.39%
5,191 $336,000
Q3 2022

Nov 01, 2022
BUY
N/A
500 Added 11.66%
4,789 $287,000
Q2 2022

Aug 09, 2022
BUY
N/A
571 Added 15.36%
4,289 $273,000
Q1 2022

May 13, 2022
SELL
N/A
-2,156 Reduced 36.7%
3,718 $278,000
Q4 2021

Feb 10, 2022
BUY
N/A
3,969 Added 208.35%
5,874 $447,000
Q3 2021

Nov 15, 2021
BUY
N/A
440 Added 30.03%
1,905 $140,000
Q2 2021

Aug 16, 2021
BUY
N/A
178 Added 13.83%
1,465 $108,000
Q1 2021

May 17, 2021
BUY
N/A
208 Added 19.28%
1,287 $89,000
Q4 2020

Feb 19, 2021
BUY
N/A
297 Added 37.98%
1,079 $67,000
Q3 2020

Nov 13, 2020
BUY
N/A
231 Added 41.92%
782 $43,000
Q2 2020

Aug 18, 2020
BUY
N/A
551 New
551 $29,000

Others Institutions Holding MOAT

# of Institutions
752
Shares Held
91M
Call Options Held
20.9K
Put Options Held
0
View Full List

About VANECK MORNINGSTAR WIDE MOAT E

MOAT Quotes by TradingView
  • Ticker MOAT
  • Sector ETFs
  • Industry ETFs
More about MOAT
Track This Portfolio

Track Walled Lake Planning & Wealth Management, LLC Portfolio

Follow Walled Lake Planning & Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Walled Lake Planning & Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Walled Lake Planning & Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email