Congress Wealth Management LLC Vaneck Morningstar Wide Moat E Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Congress Wealth Management LLC holds 94,783 shares of MOAT stock, worth $8.14 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
94,783
Previous 95,094 0.33%
Holding current value
$8.14 Million
Previous $8.16 Million 0.32%
% of portfolio
0.08%
Previous 0.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
N/A
-311 Reduced 0.33%
94,783 $8.14 Million
Q1 2025

May 14, 2025
BUY
N/A
95,094 New
95,094 $8.16 Million

Others Institutions Holding MOAT

# of Institutions
753
Shares Held
85M
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
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