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

Walled Lake Planning & Wealth Management, LLC

  • $226 Million
  • Q1 2024

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 7,147 shares of MOAT stock, worth $613,498. This represents 0.28% of its overall portfolio holdings.

Number of Shares
7,147
Previous 5,750 24.3%
Holding current value
$613,498
Previous $488,000 31.56%
% of portfolio
0.28%
Previous 0.23%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
652
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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