Kestra Advisory Services, LLC Vaneck Morningstar Wide Moat E Transaction History

Kestra Advisory Services, LLC

$17.2 Billion
Q4 2024

A detailed history of Kestra Advisory Services, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 158,795 shares of MOAT stock, worth $13.6 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

158,795

Previous 161,810 1.86%

Holding current value

$13.6 Million

Previous $13.9 Million 1.86%

% of portfolio

0.08%

Previous 0.08%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	N/A	-3,015 Reduced 1.86%	158,795 $13.6 Million
Q3 2024 Nov 13, 2024	BUY	$85.84 - $85.84 $1.38 Million - $1.38 Million	16,095 Added 11.05%	161,810 $13.9 Million
Q2 2024 Aug 14, 2024	BUY	$83.97 - $89.72 $1.4 Million - $1.5 Million	16,678 Added 12.92%	145,715 $12.6 Million
Q1 2024 May 15, 2024	SELL	$82.58 - $89.9 $4.43 Million - $4.82 Million	-53,607 Reduced 29.35%	129,037 $11.6 Million
Q4 2023 Feb 14, 2024	BUY	$70.71 - $85.3 $495,889 - $598,208	7,013 Added 3.99%	182,644 $15.5 Million
Q3 2023 Nov 09, 2023	BUY	$74.88 - $83.28 $4.17 Million - $4.64 Million	55,669 Added 46.41%	175,631 $13.3 Million
Q2 2023 Aug 11, 2023	BUY	$72.17 - $80.16 $5.64 Million - $6.26 Million	78,140 Added 186.84%	119,962 $9.57 Million
Q1 2023 May 12, 2023	SELL	$65.24 - $76.13 $382,045 - $445,817	-5,856 Reduced 12.28%	41,822 $3.09 Million
Q4 2022 Jan 31, 2023	BUY	$60.7 - $69.78 $213,299 - $245,206	3,514 Added 7.96%	47,678 $3.09 Million
Q3 2022 Nov 01, 2022	SELL	N/A	-207 Reduced 0.47%	44,164 $2.65 Billion
Q2 2022 Aug 12, 2022	BUY	N/A	2,226 Added 5.28%	44,371 $2.83 Million
Q1 2022 Apr 26, 2022	SELL	N/A	-1,065 Reduced 2.46%	42,145 $0
Q4 2021 Jan 20, 2022	SELL	N/A	-51,225 Reduced 54.24%	43,210 $0
Q3 2021 Oct 19, 2021	BUY	N/A	51,200 Added 118.42%	94,435 $0
Q2 2021 Jul 28, 2021	SELL	N/A	-198 Reduced 0.46%	43,235 $0
Q1 2021 May 10, 2021	SELL	N/A	-23,070 Reduced 34.69%	43,433 $0
Q4 2020 Jan 20, 2021	BUY	N/A	24,905 Added 59.87%	66,503 $4.11 Billion
Q3 2020 Nov 12, 2020	BUY	N/A	41,598 New	41,598 $2.27 Billion

Others Institutions Holding MOAT

# of Institutions

751

Shares Held

104M

Call Options Held

27.5K

Put Options Held

7.2K

View Full List

About VANECK MORNINGSTAR WIDE MOAT E

Ticker MOAT
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Kestra Advisory Services, LLC Vaneck Morningstar Wide Moat E Transaction History