Integrated Wealth Concepts LLC Vaneck Morningstar Wide Moat E Transaction History

Integrated Wealth Concepts LLC

  • $10.1 Billion
  • Q3 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 6,323 shares of MOAT stock, worth $542,766. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,323
Previous 6,493 2.62%
Holding current value
$542,766
Previous $557,000 2.69%
% of portfolio
0.01%
Previous 0.01%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
N/A
-170 Reduced 2.62%
6,323 $542,000
Q2 2025

Aug 14, 2025
BUY
N/A
1,781 Added 37.8%
6,493 $557,000
Q1 2025

May 15, 2025
SELL
N/A
-486 Reduced 9.35%
4,712 $404,000
Q4 2024

Feb 14, 2025
SELL
N/A
-98 Reduced 1.85%
5,198 $446,000
Q3 2024

Nov 14, 2024
BUY
$85.84 - $85.84 $17,768 - $17,768
207 Added 4.07%
5,296 $454,000
Q2 2024

Aug 14, 2024
BUY
$83.97 - $89.72 $21,496 - $22,968
256 Added 5.3%
5,089 $440,000
Q1 2024

May 15, 2024
SELL
$82.58 - $89.9 $719,024 - $782,759
-8,707 Reduced 64.31%
4,833 $434,000
Q4 2023

Feb 13, 2024
SELL
$70.71 - $85.3 $18,667 - $22,519
-264 Reduced 1.91%
13,540 $1.15 Million
Q3 2023

Nov 15, 2023
BUY
$74.88 - $83.28 $715,777 - $796,073
9,559 Added 225.18%
13,804 $1.05 Million
Q2 2023

Aug 15, 2023
SELL
$72.17 - $80.16 $866 - $961
-12 Reduced 0.28%
4,245 $338,000
Q1 2023

May 03, 2023
BUY
$65.24 - $76.13 $277,726 - $324,085
4,257 New
4,257 $314,000
Q2 2022

Aug 08, 2022
SELL
N/A
-4,720 Closed
0 $0
Q1 2022

May 12, 2022
SELL
N/A
-2,421 Reduced 33.9%
4,720 $353,000
Q4 2021

Feb 15, 2022
BUY
N/A
1,229 Added 20.79%
7,141 $543,000
Q3 2021

Nov 15, 2021
BUY
N/A
5,912 New
5,912 $433,000
Q2 2021

Aug 13, 2021
SELL
N/A
-4,219 Closed
0 $0
Q1 2021

May 13, 2021
SELL
N/A
-1,658 Reduced 28.21%
4,219 $292,000
Q4 2020

Feb 12, 2021
SELL
N/A
-141 Reduced 2.34%
5,877 $364,000
Q3 2020

Nov 13, 2020
SELL
N/A
-31 Reduced 0.51%
6,018 $329,000
Q2 2020

Jul 30, 2020
SELL
N/A
-219 Reduced 3.49%
6,049 $316,000
Q1 2020

May 18, 2020
SELL
N/A
-6,703 Reduced 51.68%
6,268 $274,000
Q4 2019

Feb 20, 2020
SELL
N/A
-133 Reduced 1.01%
12,971 $711,000
Q3 2019

Nov 15, 2019
BUY
N/A
789 Added 6.41%
13,104 $657,000
Q2 2019

Aug 15, 2019
BUY
N/A
4,266 Added 53.0%
12,315 $502,000
Q1 2019

May 15, 2019
BUY
N/A
8,049 New
8,049 $375,000

Others Institutions Holding MOAT

# of Institutions
752
Shares Held
84.9M
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
Track This Portfolio

Track Integrated Wealth Concepts LLC Portfolio

Follow Integrated Wealth Concepts LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Integrated Wealth Concepts LLC, based on Form 13F filings with the SEC.

News

Stay updated on Integrated Wealth Concepts LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email