Marshall & Sterling Wealth Advisors Inc. Vaneck Morningstar Wide Moat E Transaction History

Marshall & Sterling Wealth Advisors Inc.

  • $156 Billion
  • Q3 2025

A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 87,353 shares of MOAT stock, worth $7.5 Million. This represents 5.54% of its overall portfolio holdings.

Number of Shares
87,353
Previous 90,981 3.99%
Holding current value
$7.5 Million
Previous $8.52 Billion 1.47%
% of portfolio
5.54%
Previous 5.77%

Shares

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

Nov 07, 2025
SELL
N/A
-3,628 Reduced 3.99%
87,353 $8.65 Billion
Q2 2025

Aug 12, 2025
SELL
N/A
-3,626 Reduced 3.83%
90,981 $8.52 Billion
Q1 2025

May 15, 2025
BUY
N/A
213 Added 0.23%
94,607 $8.33 Billion
Q4 2024

Feb 14, 2025
BUY
N/A
94,394 New
94,394 $8.75 Billion

Others Institutions Holding MOAT

# of Institutions
754
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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