Apexium Financial, LP Vaneck Morningstar Wide Moat E Transaction History

Apexium Financial, LP

  • $1.5 Billion
  • Q4 2024

A detailed history of Apexium Financial, LP transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Apexium Financial, LP holds 576,735 shares of MOAT stock, worth $49.5 Million. This represents 3.31% of its overall portfolio holdings.

Number of Shares
576,735
Previous 557,347 3.48%
Holding current value
$49.5 Million
Previous $47.8 Million 3.48%
% of portfolio
3.31%
Previous 3.49%

Shares

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

Jan 22, 2025
BUY
N/A
19,388 Added 3.48%
576,735 $49.5 Million
Q3 2024

Oct 15, 2024
BUY
$85.84 - $85.84 $3.42 Million - $3.42 Million
39,882 Added 7.71%
557,347 $47.8 Million
Q2 2024

Aug 05, 2024
BUY
$83.97 - $89.72 $1.11 Million - $1.19 Million
13,275 Added 2.63%
517,465 $44.8 Million
Q1 2024

Apr 19, 2024
BUY
$82.58 - $89.9 $1.09 Million - $1.19 Million
13,245 Added 2.7%
504,190 $45.3 Million
Q4 2023

Feb 08, 2024
BUY
$70.71 - $85.3 $986,475 - $1.19 Million
13,951 Added 2.92%
490,945 $41.7 Million
Q3 2023

Oct 24, 2023
BUY
$74.88 - $83.28 $672,796 - $748,270
8,985 Added 1.92%
476,994 $36.2 Million
Q2 2023

Aug 14, 2023
BUY
$72.17 - $80.16 $1.52 Million - $1.69 Million
21,035 Added 4.71%
468,009 $37.3 Million
Q1 2023

May 17, 2023
BUY
$65.24 - $76.13 $414,861 - $484,110
6,359 Added 1.44%
446,974 $33 Million
Q4 2022

Feb 14, 2023
BUY
$60.7 - $69.78 $3.29 Million - $3.78 Million
54,207 Added 14.03%
440,615 $28.6 Million
Q3 2022

Nov 14, 2022
BUY
N/A
273,498 Added 242.23%
386,408 $23.2 Million
Q2 2022

Jul 28, 2022
SELL
N/A
-54,851 Reduced 32.7%
112,910 $7.15 Million
Q1 2022

Apr 19, 2022
BUY
N/A
187 Added 0.11%
167,761 $12.7 Million
Q4 2021

Jan 19, 2022
BUY
N/A
1,073 Added 0.64%
167,574 $12.8 Million
Q3 2021

Oct 12, 2021
BUY
N/A
11,229 Added 7.23%
166,501 $12.2 Million
Q2 2021

Jul 15, 2021
BUY
N/A
37,619 Added 31.97%
155,272 $11.5 Million
Q1 2021

May 14, 2021
BUY
N/A
7,910 Added 7.21%
117,653 $8.15 Million
Q4 2020

Jan 19, 2021
SELL
N/A
-40 Reduced 0.04%
109,743 $6.8 Million
Q3 2020

Oct 27, 2020
BUY
N/A
57,581 Added 110.3%
109,783 $6.02 Million
Q2 2020

Jul 22, 2020
BUY
N/A
52,202 New
52,202 $2.73 Million

Others Institutions Holding MOAT

# of Institutions
743
Shares Held
104M
Call Options Held
27.7K
Put Options Held
5.3K
View Full List

About VANECK MORNINGSTAR WIDE MOAT E

MOAT Quotes by TradingView
  • Ticker MOAT
  • Sector ETFs
  • Industry ETFs
More about MOAT
Track This Portfolio

Track Apexium Financial, LP Portfolio

Follow Apexium Financial, LP 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 Apexium Financial, LP, based on Form 13F filings with the SEC.

News

Stay updated on Apexium Financial, LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email