Western Pacific Wealth Management, LP Vaneck Morningstar Wide Moat E Transaction History
Western Pacific Wealth Management, LP
- $98.7 Million
- Q2 2025
A detailed history of Western Pacific Wealth Management, LP transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Western Pacific Wealth Management, LP holds 7,967 shares of MOAT stock, worth $683,887. This represents 0.69% of its overall portfolio holdings.
Number of Shares
7,967
Previous 6,767
17.73%
Holding current value
$683,887
Previous $580,000
17.76%
% of portfolio
0.69%
Previous 0.55%
Shares
13 transactions
Others Institutions Holding MOAT
# of Institutions
759Shares Held
95MCall Options Held
37KPut Options Held
9.4K-
Morgan Stanley New York, NY7.83MShares$672 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC7.23MShares$620 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.99MShares$600 Million0.24% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.51MShares$387 Million0.15% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL3.21MShares$276 Million0.38% of portfolio