Trademark Financial Management, LLC Vaneck Morningstar Wide Moat E Transaction History

Trademark Financial Management, LLC

  • $126 Billion
  • Q4 2024

A detailed history of Trademark Financial Management, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Trademark Financial Management, LLC holds 22,082 shares of MOAT stock, worth $1.9 Million. This represents 1.63% of its overall portfolio holdings.

Number of Shares
22,082
Previous 46,992 53.01%
Holding current value
$1.9 Million
Previous $4.56 Billion 55.06%
% of portfolio
1.63%
Previous 3.61%

Shares

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

Jan 30, 2025
SELL
N/A
-24,910 Reduced 53.01%
22,082 $2.05 Billion
Q3 2024

Oct 31, 2024
SELL
$85.84 - $85.84 $3.4 Million - $3.4 Million
-39,580 Reduced 45.72%
46,992 $4.56 Billion
Q2 2024

Jul 30, 2024
SELL
$83.97 - $89.72 $595,179 - $635,935
-7,088 Reduced 7.57%
86,572 $7.5 Billion
Q1 2024

May 07, 2024
SELL
$82.58 - $89.9 $1.81 Million - $1.97 Million
-21,872 Reduced 18.93%
93,660 $8.42 Billion
Q4 2023

Feb 13, 2024
BUY
$70.71 - $85.3 $8.17 Million - $9.85 Million
115,532 New
115,532 $9.81 Billion

Others Institutions Holding MOAT

# of Institutions
747
Shares Held
104M
Call Options Held
27.5K
Put Options Held
7.2K
View Full List

About VANECK MORNINGSTAR WIDE MOAT E

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