Wfa Of San Diego, LLC Vaneck Morningstar Wide Moat E Transaction History

Wfa Of San Diego, LLC

$109 Million
Q2 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 25, 2022	SELL	N/A	-4,088 Closed	0 $0
Q4 2021 Feb 07, 2022	BUY	N/A	767 Added 23.1%	4,088 $311,000
Q3 2021 Oct 25, 2021	BUY	N/A	3,321 New	3,321 $243,000

Others Institutions Holding MOAT

# of Institutions

681

Shares Held

96.6M

Call Options Held

29.5K

Put Options Held

5.4K

Bank Of America Corp Charlotte, NC

8.54M
Shares

$733 Million
0.07% of portfolio
Morgan Stanley New York, NY

8.52M
Shares

$731 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

7.26M
Shares

$624 Million
0.32% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

3.18M
Shares

$273 Million
0.4% of portfolio
Wells Fargo & Company San Francisco, CA

2.7M
Shares

$232 Million
0.06% of portfolio

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