Whipplewood Advisors, LLC Vaneck Morningstar Wide Moat E Transaction History
Whipplewood Advisors, LLC
- $169 Billion
- Q1 2025
A detailed history of Whipplewood Advisors, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 395 shares of MOAT stock, worth $33,906. This represents 1.17% of its overall portfolio holdings.
Number of Shares
395
Previous 22,814
98.27%
Holding current value
$33,906
Previous $2.12 Billion
6.31%
% of portfolio
1.17%
Previous 1.2%
Shares
2 transactions
Others Institutions Holding MOAT
# of Institutions
754Shares Held
104MCall Options Held
27.5KPut Options Held
7.2K-
Morgan Stanley New York, NY8.84MShares$758 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC8.04MShares$690 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.29MShares$625 Million0.26% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL5.42MShares$465 Million0.18% of portfolio
-
Mesirow Financial Investment Management, Inc.3.5MShares$300 Million6.27% of portfolio