A detailed history of Warren Averett Asset Management, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 29,165 shares of MOAT stock, worth $2.5 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
29,165
Previous 4,046 620.84%
Holding current value
$2.5 Million
Previous $347,000 621.33%
% of portfolio
0.04%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025

BUY
N/A
25,119 Added 620.84%
29,165 $2.5 Million
Q3 2024

Nov 14, 2024

SELL
$85.84 - $85.84 $28,670 - $28,670
-334 Reduced 7.63%
4,046 $347,000
Q2 2024

Aug 14, 2024

BUY
$83.97 - $89.72 $79,183 - $84,605
943 Added 27.44%
4,380 $379,000
Q1 2024

May 15, 2024

BUY
$82.58 - $89.9 $283,827 - $308,986
3,437 New
3,437 $308,000

Others Institutions Holding MOAT

About VANECK MORNINGSTAR WIDE MOAT E


  • Ticker MOAT
  • Sector ETFs
  • Industry ETFs
More about MOAT
Track This Portfolio

Track Warren Averett Asset Management, LLC Portfolio

Follow Warren Averett Asset 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 Warren Averett Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Warren Averett Asset Management, LLC with notifications on news.