Arete Wealth Advisors, LLC Vaneck Morningstar Wide Moat E Transaction History

Arete Wealth Advisors, LLC

  • $1.39 Billion
  • Q4 2024

A detailed history of Arete Wealth Advisors, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 14,862 shares of MOAT stock, worth $1.28 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
14,862
Previous 15,482 4.0%
Holding current value
$1.28 Million
Previous $1.5 Million 7.89%
% of portfolio
0.1%
Previous 0.13%

Shares

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

Feb 12, 2025
SELL
N/A
-620 Reduced 4.0%
14,862 $1.38 Million
Q3 2024

Nov 14, 2024
SELL
$85.84 - $85.84 $215,887 - $215,887
-2,515 Reduced 13.97%
15,482 $1.5 Million
Q2 2024

Aug 13, 2024
SELL
$83.97 - $89.72 $769,920 - $822,642
-9,169 Reduced 33.75%
17,997 $1.56 Million
Q1 2024

May 15, 2024
SELL
$82.58 - $89.9 $152,855 - $166,404
-1,851 Reduced 6.38%
27,166 $2.44 Million
Q4 2023

Feb 14, 2024
BUY
$70.71 - $85.3 $1.83 Million - $2.21 Million
25,856 Added 817.97%
29,017 $2.46 Million
Q3 2023

Oct 30, 2023
SELL
$74.88 - $83.28 $1.9 Million - $2.11 Million
-25,319 Reduced 88.9%
3,161 $239,000
Q2 2023

Aug 09, 2023
BUY
$72.17 - $80.16 $552,894 - $614,105
7,661 Added 36.8%
28,480 $2.27 Million
Q1 2023

May 01, 2023
BUY
$65.24 - $76.13 $340,683 - $397,550
5,222 Added 33.48%
20,819 $1.54 Million
Q4 2022

Feb 06, 2023
SELL
$60.7 - $69.78 $20,820 - $23,934
-343 Reduced 2.15%
15,597 $1.01 Million
Q3 2022

Nov 07, 2022
SELL
N/A
-1,384 Reduced 7.99%
15,940 $956,000
Q2 2022

Aug 15, 2022
BUY
N/A
322 Added 1.89%
17,324 $1.11 Million
Q1 2022

May 06, 2022
SELL
N/A
-765 Reduced 4.31%
17,002 $1.27 Million
Q4 2021

Feb 07, 2022
BUY
N/A
568 Added 3.3%
17,767 $1.35 Million
Q3 2021

Nov 15, 2021
SELL
N/A
-1,112 Reduced 6.07%
17,199 $1.26 Million
Q2 2021

Aug 09, 2021
BUY
N/A
371 Added 2.07%
18,311 $294,000
Q1 2021

May 10, 2021
SELL
N/A
-1,224 Reduced 6.39%
17,940 $1.24 Million
Q4 2020

Feb 08, 2021
BUY
N/A
11,116 Added 138.12%
19,164 $1.18 Million
Q3 2020

Nov 09, 2020
BUY
N/A
2,021 Added 33.53%
8,048 $441,000
Q2 2020

Aug 11, 2020
BUY
N/A
6,027 New
6,027 $315,000

Others Institutions Holding MOAT

# of Institutions
744
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
Track This Portfolio

Track Arete Wealth Advisors, LLC Portfolio

Follow Arete Wealth Advisors, 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 Arete Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Arete Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email