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 697,173 shares of MOAT stock, worth $59.8 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
697,173
Previous 699,209 0.29%
Holding current value
$59.8 Million
Previous $62.9 Million 3.94%
% of portfolio
0.15%
Previous 0.17%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About VANECK MORNINGSTAR WIDE MOAT E


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

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, 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 Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.