Zimmermann Investment Management & Planning LLC Vaneck Morningstar Wide Moat E Transaction History

Zimmermann Investment Management & Planning LLC

  • $282 Million
  • Q2 2024

A detailed history of Zimmermann Investment Management & Planning LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Zimmermann Investment Management & Planning LLC holds 5,674 shares of MOAT stock, worth $487,056. This represents 0.17% of its overall portfolio holdings.

Number of Shares
5,674
Previous 24,597 76.93%
Holding current value
$487,056
Previous $2.21 Million 77.79%
% of portfolio
0.17%
Previous 0.84%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 26, 2024
SELL
$83.97 - $89.72 $1.59 Million - $1.7 Million
-18,923 Reduced 76.93%
5,674 $491,000
Q1 2024

Apr 22, 2024
SELL
$82.58 - $89.9 $5.33 Million - $5.8 Million
-64,520 Reduced 72.4%
24,597 $2.21 Million
Q4 2023

Jan 22, 2024
BUY
$70.71 - $85.3 $618,712 - $746,375
8,750 Added 10.89%
89,117 $7.56 Million
Q3 2023

Oct 31, 2023
BUY
$74.88 - $83.28 $6.02 Million - $6.69 Million
80,367 New
80,367 $6.1 Million

Others Institutions Holding MOAT

# of Institutions
681
Shares Held
96.6M
Call Options Held
29.5K
Put Options Held
5.4K
View Full List

About VANECK MORNINGSTAR WIDE MOAT E

MOAT Quotes by TradingView
  • Ticker MOAT
  • Sector ETFs
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More about MOAT
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