Glassman Wealth Services Vaneck Morningstar Wide Moat E Transaction History

Glassman Wealth Services

  • $593 Million
  • Q4 2024

A detailed history of Glassman Wealth Services transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Glassman Wealth Services holds 691 shares of MOAT stock, worth $59,315. This represents 0.01% of its overall portfolio holdings.

Number of Shares
691
Previous 634 8.99%
Holding current value
$59,315
Previous $54,000 9.26%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 05, 2025
BUY
N/A
57 Added 8.99%
691 $59,000
Q4 2023

Feb 09, 2024
SELL
$70.71 - $85.3 $36,981 - $44,611
-523 Reduced 45.2%
634 $53,000
Q3 2023

Nov 13, 2023
BUY
$74.88 - $83.28 $50,544 - $56,214
675 Added 140.04%
1,157 $87,000
Q4 2022

Feb 06, 2023
SELL
$60.7 - $69.78 $1,638 - $1,884
-27 Reduced 5.3%
482 $31,000
Q3 2022

Nov 09, 2022
BUY
N/A
27 Added 5.6%
509 $31,000
Q4 2020

Feb 04, 2021
BUY
N/A
482 New
482 $30,000
Q3 2019

Nov 01, 2019
SELL
N/A
-340 Closed
0 $0
Q2 2019

Aug 08, 2019
BUY
N/A
340 New
340 $16,000

Others Institutions Holding MOAT

# of Institutions
743
Shares Held
104M
Call Options Held
27.7K
Put Options Held
5.3K
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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