Kestra Private Wealth Services, LLC Vaneck Morningstar Wide Moat E Transaction History

Kestra Private Wealth Services, LLC

  • $7.16 Billion
  • Q3 2025

A detailed history of Kestra Private Wealth Services, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 186,603 shares of MOAT stock, worth $16 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
186,603
Previous 243,476 23.36%
Holding current value
$16 Million
Previous $20.9 Million 23.36%
% of portfolio
0.22%
Previous 0.32%

Shares

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

Nov 14, 2025
SELL
N/A
-56,873 Reduced 23.36%
186,603 $16 Million
Q2 2025

Aug 07, 2025
SELL
N/A
-13,913 Reduced 5.41%
243,476 $20.9 Million
Q1 2025

May 05, 2025
BUY
N/A
25,788 Added 11.13%
257,389 $22.1 Million
Q4 2024

Jan 28, 2025
BUY
N/A
17,116 Added 7.98%
231,601 $19.9 Million
Q3 2024

Nov 13, 2024
BUY
$85.84 - $85.84 $2.64 Million - $2.64 Million
30,733 Added 16.73%
214,485 $18.4 Million
Q2 2024

Aug 12, 2024
SELL
$83.97 - $89.72 $2.12 Million - $2.27 Million
-25,263 Reduced 12.09%
183,752 $15.9 Million
Q1 2024

May 02, 2024
BUY
$82.58 - $89.9 $8.33 Million - $9.07 Million
100,873 Added 93.28%
209,015 $18.8 Million
Q4 2023

Feb 05, 2024
BUY
$70.71 - $85.3 $4.73 Million - $5.71 Million
66,922 Added 162.35%
108,142 $9.18 Million
Q3 2023

Nov 07, 2023
BUY
$74.88 - $83.28 $2.58 Million - $2.86 Million
34,400 Added 504.4%
41,220 $3.13 Million
Q2 2023

Aug 08, 2023
BUY
$72.17 - $80.16 $203,014 - $225,490
2,813 Added 70.2%
6,820 $544,000
Q1 2023

May 12, 2023
BUY
$65.24 - $76.13 $261,416 - $305,052
4,007 New
4,007 $295,000

Others Institutions Holding MOAT

# of Institutions
753
Shares Held
85M
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
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