Financial Partners Group, LLC Vaneck Morningstar Wide Moat E Transaction History

Financial Partners Group, LLC

$276 Billion
Q2 2025

A detailed history of Financial Partners Group, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Financial Partners Group, LLC holds 39,615 shares of MOAT stock, worth $3.4 Million. This represents 1.34% of its overall portfolio holdings.

Number of Shares

39,615

Previous 37,064 6.88%

Holding current value

$3.4 Million

Previous $3.26 Billion 13.92%

% of portfolio

1.34%

Previous 1.42%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	BUY	N/A	2,551 Added 6.88%	39,615 $3.72 Billion
Q1 2025 Apr 18, 2025	BUY	N/A	4,996 Added 15.58%	37,064 $3.26 Billion
Q4 2024 Jan 17, 2025	SELL	N/A	-155 Reduced 0.48%	32,068 $2.97 Billion
Q3 2024 Oct 23, 2024	BUY	$85.84 - $85.84 $37,769 - $37,769	440 Added 1.38%	32,223 $3.12 Billion
Q2 2024 Jul 15, 2024	BUY	$83.97 - $89.72 $138,886 - $148,396	1,654 Added 5.49%	31,783 $2.75 Billion

Q1 2024 Apr 17, 2024	SELL	$82.58 - $89.9 $362,030 - $394,121	-4,384 Reduced 12.7%	30,129 $2.71 Billion
Q4 2023 Feb 12, 2024	BUY	$70.71 - $85.3 $40,021 - $48,279	566 Added 1.67%	34,513 $2.93 Billion
Q3 2023 Nov 13, 2023	SELL	$74.88 - $83.28 $454,521 - $505,509	-6,070 Reduced 15.17%	33,947 $2.57 Billion
Q2 2023 Aug 10, 2023	BUY	$72.17 - $80.16 $13,062 - $14,508	181 Added 0.45%	40,017 $3.19 Billion
Q1 2023 May 12, 2023	SELL	$65.24 - $76.13 $54,344 - $63,416	-833 Reduced 2.05%	39,836 $2.94 Billion
Q4 2022 Feb 09, 2023	BUY	$60.7 - $69.78 $2.47 Million - $2.84 Million	40,669 New	40,669 $2.64 Billion

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
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Financial Partners Group, LLC Vaneck Morningstar Wide Moat E Transaction History