Financial Synergies Wealth Advisors, Inc. Vaneck Morningstar Wide Moat E Transaction History

Financial Synergies Wealth Advisors, Inc.

  • $806 Billion
  • Q4 2024

A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 6,247 shares of MOAT stock, worth $536,242. This represents 0.07% of its overall portfolio holdings.

Number of Shares
6,247
Previous 6,337 1.42%
Holding current value
$536,242
Previous $614 Million 5.71%
% of portfolio
0.07%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
SELL
N/A
-90 Reduced 1.42%
6,247 $579 Million
Q3 2024

Oct 07, 2024
BUY
$85.84 - $85.84 $64,723 - $64,723
754 Added 13.51%
6,337 $614 Million
Q2 2024

Jul 23, 2024
BUY
$83.97 - $89.72 $468,804 - $500,906
5,583 New
5,583 $484 Million

Others Institutions Holding MOAT

# of Institutions
707
Shares Held
98.5M
Call Options Held
31.5K
Put Options Held
7.5K
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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