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
760Shares Held
97.6MCall 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