A detailed history of Accredited Wealth Management, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Accredited Wealth Management, LLC holds 3,610 shares of MOAT stock, worth $309,882. This represents 6.37% of its overall portfolio holdings.

Number of Shares
3,610
Previous 82,794 95.64%
Holding current value
$309,882
Previous $7.77 Billion 10.06%
% of portfolio
6.37%
Previous 6.29%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025

SELL
N/A
-79,184 Reduced 95.64%
3,610 $8.55 Billion
Q2 2025

Aug 12, 2025

SELL
N/A
-2,954 Reduced 3.44%
82,794 $7.77 Billion
Q1 2025

May 14, 2025

BUY
N/A
1,672 Added 1.99%
85,748 $7.55 Billion
Q4 2024

Feb 14, 2025

BUY
N/A
84,076 New
84,076 $7.8 Billion

Others Institutions Holding MOAT

About VANECK MORNINGSTAR WIDE MOAT E


  • Ticker MOAT
  • Sector ETFs
  • Industry ETFs
More about MOAT
Track This Portfolio

Track Accredited Wealth Management, LLC Portfolio

Follow Accredited Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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