A detailed history of Willner & Heller, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Willner & Heller, LLC holds 2,496 shares of MOAT stock, worth $214,256. This represents 0.19% of its overall portfolio holdings.

Number of Shares
2,496
Previous 2,463 1.34%
Holding current value
$214,256
Previous $211,000 1.42%
% of portfolio
0.19%
Previous 0.19%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025

BUY
N/A
33 Added 1.34%
2,496 $214,000
Q2 2024

Jul 19, 2024

BUY
$83.97 - $89.72 $8,397 - $8,972
100 Added 4.23%
2,463 $213,000
Q1 2024

Jul 19, 2024

BUY
$82.58 - $89.9 $195,136 - $212,433
2,363 New
2,363 $212,000

Others Institutions Holding MOAT

About VANECK MORNINGSTAR WIDE MOAT E


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

Track Willner & Heller, LLC Portfolio

Follow Willner & Heller, 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 Willner & Heller, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Willner & Heller, LLC with notifications on news.