Wcg Wealth Advisors LLC Vaneck Morningstar Wide Moat E Transaction History

Wcg Wealth Advisors LLC

  • $1.18 Billion
  • Q1 2024

A detailed history of Wcg Wealth Advisors LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 27,034 shares of MOAT stock, worth $2.32 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
27,034
Previous 28,429 4.91%
Holding current value
$2.32 Million
Previous $2.41 Million 0.7%
% of portfolio
0.21%
Previous 0.18%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
SELL
$82.58 - $89.9 $115,199 - $125,410
-1,395 Reduced 4.91%
27,034 $2.43 Million
Q4 2023

Feb 08, 2024
BUY
$70.71 - $85.3 $331,983 - $400,483
4,695 Added 19.78%
28,429 $2.41 Million
Q3 2023

Nov 09, 2023
BUY
$74.88 - $83.28 $1.78 Million - $1.98 Million
23,734 New
23,734 $1.8 Million

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
Track This Portfolio

Track Wcg Wealth Advisors LLC Portfolio

Follow Wcg Wealth Advisors 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 Wcg Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wcg Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email