Wealth Enhancement Advisory Services, LLC Vaneck Morningstar Wide Moat E Transaction History

Wealth Enhancement Advisory Services, LLC

$49.5 Billion
Q4 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 533,907 shares of MOAT stock, worth $45.8 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

533,907

Previous 544,985 2.03%

Holding current value

$45.8 Million

Previous $46.8 Million 2.03%

% of portfolio

0.09%

Previous 0.1%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Mar 17, 2025	SELL	N/A	-11,078 Reduced 2.03%	533,907 $45.8 Million
Q4 2024 Jan 10, 2025	SELL	N/A	-1,552 Reduced 0.28%	544,985 $46.8 Million
Q3 2024 Oct 23, 2024	SELL	$85.84 - $85.84 $12.9 Million - $12.9 Million	-150,636 Reduced 21.61%	546,537 $46.9 Million
Q2 2024 Jul 16, 2024	SELL	$83.97 - $89.72 $170,962 - $182,669	-2,036 Reduced 0.29%	697,173 $60.4 Million
Q1 2024 Apr 15, 2024	BUY	$82.58 - $89.9 $1.41 Million - $1.53 Million	17,057 Added 2.5%	699,209 $62.9 Million
Q4 2023 Jan 30, 2024	BUY	$70.71 - $85.3 $14.8 Million - $17.9 Million	209,565 Added 44.34%	682,152 $57.9 Million
Q3 2023 Nov 13, 2023	BUY	$74.88 - $83.28 $35.4 Million - $39.4 Million	472,587 New	472,587 $35.8 Million
Q2 2022 Jul 18, 2022	BUY	N/A	36,576 Added 20.65%	213,690 $14.1 Million
Q1 2022 Apr 18, 2022	BUY	N/A	1,140 Added 0.65%	177,114 $13.4 Million
Q4 2021 Feb 08, 2022	BUY	N/A	111,415 Added 172.58%	175,974 $13.1 Million
Q3 2021 Nov 03, 2021	BUY	N/A	64,559 New	64,559 $4.9 Million

Others Institutions Holding MOAT

# of Institutions

751

Shares Held

104M

Call Options Held

27.5K

Put Options Held

7.2K

View Full List

About VANECK MORNINGSTAR WIDE MOAT E

Ticker MOAT
Sector ETFs
Industry ETFs

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Wealth Enhancement Advisory Services, LLC Vaneck Morningstar Wide Moat E Transaction History