Iams Wealth Management, LLC Vaneck Morningstar Wide Moat E Transaction History

Iams Wealth Management, LLC

  • $204 Billion
  • Q3 2024

A detailed history of Iams Wealth Management, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Iams Wealth Management, LLC holds 5,754 shares of MOAT stock, worth $493,923. This represents 0.27% of its overall portfolio holdings.

Number of Shares
5,754
Previous 8,698 33.85%
Holding current value
$493,923
Previous $753 Million 25.95%
% of portfolio
0.27%
Previous 0.41%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024
SELL
$85.84 - $85.84 $252,712 - $252,712
-2,944 Reduced 33.85%
5,754 $558 Million
Q2 2024

Aug 05, 2024
BUY
$83.97 - $89.72 $55,084 - $58,856
656 Added 8.16%
8,698 $753 Million
Q1 2024

Apr 18, 2024
SELL
$82.58 - $89.9 $172,757 - $188,070
-2,092 Reduced 20.64%
8,042 $694 Million
Q4 2023

Feb 07, 2024
BUY
$70.71 - $85.3 $54,093 - $65,254
765 Added 8.17%
10,134 $860 Million
Q3 2023

Nov 14, 2023
BUY
$74.88 - $83.28 $701,550 - $780,250
9,369 New
9,369 $711 Million

Others Institutions Holding MOAT

# of Institutions
682
Shares Held
97.2M
Call Options Held
19.7K
Put Options Held
5.4K
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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