Crewe Advisors LLC Vaneck Morningstar Wide Moat E Transaction History

Crewe Advisors LLC

$709 Million
Q4 2024

A detailed history of Crewe Advisors LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Crewe Advisors LLC holds 1,406 shares of MOAT stock, worth $120,691. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,406

Previous 2,133 34.08%

Holding current value

$120,691

Previous $183,000 34.43%

% of portfolio

0.02%

Previous 0.02%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	N/A	-727 Reduced 34.08%	1,406 $120,000
Q3 2024 Nov 12, 2024	SELL	$85.84 - $85.84 $93,908 - $93,908	-1,094 Reduced 33.9%	2,133 $183,000
Q2 2024 Jul 29, 2024	BUY	$83.97 - $89.72 $37,702 - $40,284	449 Added 16.16%	3,227 $279,000
Q1 2024 May 13, 2024	SELL	$82.58 - $89.9 $6,358 - $6,922	-77 Reduced 2.7%	2,778 $249,000
Q4 2023 Feb 09, 2024	SELL	$70.71 - $85.3 $54,941 - $66,278	-777 Reduced 21.39%	2,855 $242,000
Q3 2023 Nov 08, 2023	SELL	$74.88 - $83.28 $87,160 - $96,937	-1,164 Reduced 24.27%	3,632 $275,000
Q2 2023 Jul 28, 2023	SELL	$72.17 - $80.16 $86,170 - $95,711	-1,194 Reduced 19.93%	4,796 $382,000
Q1 2023 May 12, 2023	SELL	$65.24 - $76.13 $28,314 - $33,040	-434 Reduced 6.76%	5,990 $442,000
Q4 2022 Feb 07, 2023	SELL	$60.7 - $69.78 $94,267 - $108,368	-1,553 Reduced 19.47%	6,424 $416,000
Q3 2022 Nov 14, 2022	BUY	N/A	781 Added 10.85%	7,977 $479,000
Q2 2022 Aug 02, 2022	BUY	N/A	711 Added 10.96%	7,196 $459,000
Q1 2022 Apr 27, 2022	BUY	N/A	6,485 New	6,485 $484,000

Others Institutions Holding MOAT

# of Institutions

749

Shares Held

104M

Call Options Held

27.5K

Put Options Held

7.2K

View Full List

About VANECK MORNINGSTAR WIDE MOAT E

Ticker MOAT
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Crewe Advisors LLC Vaneck Morningstar Wide Moat E Transaction History