Journey Strategic Wealth LLC Vaneck Morningstar Wide Moat E Transaction History
Journey Strategic Wealth LLC
- $3.41 Billion
- Q3 2025
A detailed history of Journey Strategic Wealth LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 167,074 shares of MOAT stock, worth $14.3 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
167,074
Previous 162,111
3.06%
Holding current value
$14.3 Million
Previous $13.9 Million
3.06%
% of portfolio
0.42%
Previous 0.46%
Shares
7 transactions
Others Institutions Holding MOAT
# of Institutions
753Shares Held
85MCall Options Held
8.6KPut Options Held
0-
Morgan Stanley New York, NY6.62MShares$568 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.4MShares$550 Million0.17% of portfolio
-
Bank Of America Corp Charlotte, NC6.28MShares$539 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.22MShares$276 Million0.09% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL3.21MShares$276 Million0.38% of portfolio