Lumature Wealth Partners, LLC Vaneck Morningstar Wide Moat E Transaction History

Lumature Wealth Partners, LLC

$168 Million
Q2 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 13, 2022	SELL	N/A	-89 Closed	0 $0
Q4 2021 Feb 10, 2022	BUY	N/A	89 New	89 $7,000

Others Institutions Holding MOAT

# of Institutions

752

Shares Held

104M

Call Options Held

27.5K

Put Options Held

7.2K

Morgan Stanley New York, NY

8.84M
Shares

$758 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

8.04M
Shares

$690 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

7.29M
Shares

$625 Million
0.26% of portfolio
Raymond James Financial Inc St. Petersburg, FL

5.42M
Shares

$465 Million
0.18% of portfolio
Mesirow Financial Investment Management, Inc.

3.5M
Shares

$300 Million
6.27% of portfolio

About VANECK MORNINGSTAR WIDE MOAT E

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