Atria Wealth Solutions, Inc. Vaneck Morningstar Wide Moat E Transaction History

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 168,910 shares of MOAT stock, worth $14.5 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

168,910

Previous 183,329 7.87%

Holding current value

$14.5 Million

Previous $15.9 Million 8.68%

% of portfolio

0.16%

Previous 0.18%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$85.84 - $85.84 $1.24 Million - $1.24 Million	-14,419 Reduced 7.87%	168,910 $14.5 Million
Q2 2024 Jul 22, 2024	BUY	$83.97 - $89.72 $505,247 - $539,845	6,017 Added 3.39%	183,329 $15.9 Million
Q1 2024 May 13, 2024	BUY	$82.58 - $89.9 $4.16 Million - $4.53 Million	50,404 Added 39.72%	177,312 $15.9 Million
Q4 2023 Feb 02, 2024	BUY	$70.71 - $85.3 $1.74 Million - $2.1 Million	24,620 Added 24.07%	126,908 $10.8 Million
Q3 2023 Nov 08, 2023	BUY	$74.88 - $83.28 $2.4 Million - $2.67 Million	32,053 Added 45.64%	102,288 $7.76 Million
Q2 2023 Aug 03, 2023	BUY	$72.17 - $80.16 $1.02 Million - $1.13 Million	14,140 Added 25.21%	70,235 $5.6 Million
Q1 2023 Aug 22, 2023	SELL	$65.24 - $76.13 $1.42 Million - $1.65 Million	-21,712 Reduced 30.91%	48,523 $3.58 Million
Q1 2023 Jun 14, 2023	BUY	$65.24 - $76.13 $493,997 - $576,456	7,572 Added 15.6%	56,095 $4.14 Million
Q1 2023 May 10, 2023	SELL	$65.24 - $76.13 $1.15 Million - $1.34 Million	-17,592 Reduced 26.61%	48,523 $3.58 Million
Q4 2022 Aug 30, 2023	SELL	$60.7 - $69.78 $858,298 - $986,689	-14,140 Reduced 20.13%	56,095 $3.64 Million
Q4 2022 Feb 13, 2023	BUY	$60.7 - $69.78 $846,886 - $973,570	13,952 Added 26.75%	66,115 $4.29 Million
Q3 2022 Feb 13, 2023	SELL	N/A	-399 Reduced 0.76%	52,163 $0
Q3 2022 Nov 14, 2022	SELL	N/A	-3,982 Reduced 7.04%	52,562 $3.21 Million
Q2 2022 Aug 15, 2022	BUY	N/A	16,068 Added 39.7%	56,544 $3.6 Million
Q1 2022 May 16, 2022	BUY	N/A	40,476 New	40,476 $3.02 Million

Others Institutions Holding MOAT

# of Institutions

704

Shares Held

98.7M

Call Options Held

31.5K

Put Options Held

7.5K

View Full List

About VANECK MORNINGSTAR WIDE MOAT E

Ticker MOAT
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Atria Wealth Solutions, Inc. Vaneck Morningstar Wide Moat E Transaction History