Minich Mac Gregor Wealth Management, LLC Vaneck Morningstar Wide Moat E Transaction History

Minich Mac Gregor Wealth Management, LLC

$444 Million
Q3 2024

A detailed history of Minich Mac Gregor Wealth Management, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Minich Mac Gregor Wealth Management, LLC holds 262,192 shares of MOAT stock, worth $22.5 Million. This represents 5.07% of its overall portfolio holdings.

Number of Shares

262,192

Previous 274,335 4.43%

Holding current value

$22.5 Million

Previous $23.8 Million 5.28%

% of portfolio

5.07%

Previous 6.07%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$85.84 - $85.84 $1.04 Million - $1.04 Million	-12,143 Reduced 4.43%	262,192 $22.5 Million
Q2 2024 Jul 25, 2024	BUY	$83.97 - $89.72 $2.56 Million - $2.73 Million	30,429 Added 12.48%	274,335 $23.8 Million
Q1 2024 Apr 16, 2024	BUY	$82.58 - $89.9 $2.2 Million - $2.39 Million	26,596 Added 12.24%	243,906 $21.9 Million
Q4 2023 Feb 08, 2024	BUY	$70.71 - $85.3 $15.4 Million - $18.5 Million	217,310 New	217,310 $18.4 Million
Q3 2020 Oct 14, 2020	SELL	N/A	-25,096 Closed	0 $0
Q2 2020 Aug 05, 2020	BUY	N/A	25,096 New	25,096 $1.31 Million

Others Institutions Holding MOAT

# of Institutions

701

Shares Held

98.4M

Call Options Held

31.5K

Put Options Held

7.5K

View Full List

About VANECK MORNINGSTAR WIDE MOAT E

Ticker MOAT
Sector ETFs
Industry ETFs

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Minich Mac Gregor Wealth Management, LLC Vaneck Morningstar Wide Moat E Transaction History