Balance Wealth, LLC Vaneck Morningstar Wide Moat E Transaction History

Balance Wealth, LLC

  • $312 Billion
  • Q4 2025

A detailed history of Balance Wealth, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Balance Wealth, LLC holds 11,830 shares of MOAT stock, worth $1.02 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
11,830
Previous 5,835 102.74%
Holding current value
$1.02 Million
Previous $578 Million 111.85%
% of portfolio
0.39%
Previous 0.14%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 21, 2026
BUY
N/A
5,995 Added 102.74%
11,830 $1.23 Billion
Q3 2025

Oct 20, 2025
SELL
N/A
-87 Reduced 1.47%
5,835 $578 Million
Q2 2025

Aug 13, 2025
BUY
N/A
26 Added 0.44%
5,922 $555 Million
Q1 2025

Apr 23, 2025
BUY
N/A
5,896 New
5,896 $519 Million

Others Institutions Holding MOAT

# of Institutions
756
Shares Held
84.7M
Call Options Held
8.6K
Put Options Held
0
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 Balance Wealth, LLC Portfolio

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

News

Stay updated on Balance Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email