Collaborative Wealth Managment Inc. Vaneck Morningstar Wide Moat E Transaction History
Collaborative Wealth Managment Inc.
- $200 Million
- Q2 2024
A detailed history of Collaborative Wealth Managment Inc. transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 36,325 shares of MOAT stock, worth $3.12 Million. This represents 1.58% of its overall portfolio holdings.
Number of Shares
36,325
Previous 34,690
4.71%
Holding current value
$3.12 Million
Previous $3.12 Million
0.9%
% of portfolio
1.58%
Previous 1.6%
Shares
11 transactions
Others Institutions Holding MOAT
# of Institutions
682Shares Held
97.3MCall Options Held
29.5KPut Options Held
5.4K-
Bank Of America Corp Charlotte, NC8.54MShares$733 Million0.07% of portfolio
-
Morgan Stanley New York, NY8.52MShares$731 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.26MShares$624 Million0.32% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL3.21MShares$276 Million0.38% of portfolio
-
Wells Fargo & Company San Francisco, CA2.7MShares$232 Million0.06% of portfolio