Fiduciary Planning LLC Vaneck Morningstar Wide Moat E Transaction History

Fiduciary Planning LLC

$257 Million
Q3 2025

A detailed history of Fiduciary Planning LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Fiduciary Planning LLC holds 17,673 shares of MOAT stock, worth $1.52 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares

17,673

Previous 19,612 9.89%

Holding current value

$1.52 Million

Previous $1.68 Million 9.86%

% of portfolio

0.59%

Previous 0.72%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	SELL	N/A	-1,939 Reduced 9.89%	17,673 $1.52 Million
Q2 2025 Jul 29, 2025	SELL	N/A	-4,209 Reduced 17.67%	19,612 $1.68 Million
Q1 2025 Apr 11, 2025	SELL	N/A	-6,425 Reduced 21.24%	23,821 $2.04 Million
Q4 2024 Jan 24, 2025	SELL	N/A	-2,238 Reduced 6.89%	30,246 $2.6 Million
Q3 2024 Oct 22, 2024	SELL	$85.84 - $85.84 $819,857 - $819,857	-9,551 Reduced 22.72%	32,484 $2.79 Million

Q2 2024 Aug 06, 2024	SELL	$83.97 - $89.72 $5.77 Million - $6.16 Million	-68,673 Reduced 62.03%	42,035 $3.64 Million
Q1 2024 Apr 29, 2024	BUY	$82.58 - $89.9 $228,333 - $248,573	2,765 Added 2.56%	110,708 $9.95 Million
Q4 2023 Jan 25, 2024	BUY	$70.71 - $85.3 $5.3 Million - $6.39 Million	74,893 Added 226.61%	107,943 $9.16 Million
Q3 2023 Oct 26, 2023	BUY	$74.88 - $83.28 $2.47 Million - $2.75 Million	33,050 New	33,050 $2.51 Million

Others Institutions Holding MOAT

# of Institutions

753

Shares Held

85M

Call Options Held

8.6K

Put Options Held

View Full List

About VANECK MORNINGSTAR WIDE MOAT E

Ticker MOAT
Sector ETFs
Industry ETFs

More about MOAT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Fiduciary Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fiduciary Planning LLC with notifications on news.

Account

Fiduciary Planning LLC Vaneck Morningstar Wide Moat E Transaction History