Compass Advisory Group LLC Vaneck Morningstar Wide Moat E Transaction History
Compass Advisory Group LLC
- $210 Million
- Q4 2024
A detailed history of Compass Advisory Group LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Compass Advisory Group LLC holds 81,550 shares of MOAT stock, worth $7 Million. This represents 3.34% of its overall portfolio holdings.
Number of Shares
81,550Holding current value
$7 Million% of portfolio
3.34%Shares
1 transactions
Others Institutions Holding MOAT
# of Institutions
744Shares Held
104MCall Options Held
27.5KPut Options Held
7.2K-
Morgan Stanley New York, NY8.84MShares$758 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC8.04MShares$690 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC7.29MShares$625 Million0.26% of portfolio
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Raymond James Financial Inc St. Petersburg, FL5.42MShares$465 Million0.18% of portfolio
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Mesirow Financial Investment Management, Inc.3.5MShares$300 Million6.27% of portfolio