Modern Wealth Management, LLC Vaneck Morningstar Wide Moat E Transaction History

Modern Wealth Management, LLC

$5.05 Trillion
Q3 2025

A detailed history of Modern Wealth Management, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Modern Wealth Management, LLC holds 51,572 shares of MOAT stock, worth $4.43 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

51,572

Previous 55,057 6.33%

Holding current value

$4.43 Million

Previous $4.73 Million 108051.99%

% of portfolio

0.1%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	N/A	-3,485 Reduced 6.33%	51,572 $5.11 Billion
Q2 2025 Nov 12, 2025	BUY	N/A	1,523 Added 2.84%	55,057 $4.73 Million
Q2 2025 Aug 14, 2025	SELL	N/A	-632 Reduced 1.17%	53,534 $4.6 Million
Q1 2025 May 15, 2025	SELL	N/A	-296 Reduced 0.54%	54,166 $4.77 Billion
Q4 2024 May 30, 2025	BUY	N/A	2,030 Added 3.75%	56,196 $4.82 Million

Q4 2024 May 29, 2025	SELL	N/A	-50,267 Reduced 92.8%	3,899 $334,000
Q4 2024 Feb 11, 2025	SELL	N/A	-2,183 Reduced 3.85%	54,462 $5 Billion
Q3 2024 May 30, 2025	BUY	$85.84 - $85.84 $169,534 - $169,534	1,975 Added 3.65%	56,141 $4.82 Million
Q3 2024 Nov 05, 2024	BUY	$85.84 - $85.84 $4.86 Million - $4.86 Million	56,645 New	56,645 $5.49 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
Sector ETFs
Industry ETFs

More about MOAT

Track This Portfolio

Portfolio Update

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

News

Stay updated on Modern Wealth Management, LLC with notifications on news.

Account

Modern Wealth Management, LLC Vaneck Morningstar Wide Moat E Transaction History