Accredited Wealth Management, LLC Vaneck Morningstar Wide Moat E Transaction History
Accredited Wealth Management, LLC
- $134 Billion
- Q3 2025
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
Others Institutions Holding MOAT
# of Institutions
754Shares Held
85MCall Options Held
8.6KPut Options Held
0-
Morgan Stanley New York, NY6.62MShares$568 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.4MShares$550 Million0.17% of portfolio
-
Bank Of America Corp Charlotte, NC6.28MShares$539 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.22MShares$276 Million0.09% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL3.21MShares$276 Million0.38% of portfolio