Peak Financial Advisors LLC Vaneck Morningstar Wide Moat E Transaction History

Peak Financial Advisors LLC

$156 Million
Q4 2024

A detailed history of Peak Financial Advisors LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Peak Financial Advisors LLC holds 42,842 shares of MOAT stock, worth $3.68 Million. This represents 2.35% of its overall portfolio holdings.

Number of Shares

42,842

Previous 43,064 0.52%

Holding current value

$3.68 Million

Previous $3.7 Million 0.51%

% of portfolio

2.35%

Previous 2.33%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	N/A	-222 Reduced 0.52%	42,842 $3.68 Million
Q3 2024 Oct 09, 2024	SELL	$85.84 - $85.84 $239,579 - $239,579	-2,791 Reduced 6.09%	43,064 $3.7 Million
Q2 2024 Jul 12, 2024	SELL	$83.97 - $89.72 $737,676 - $788,190	-8,785 Reduced 16.08%	45,855 $3.97 Million
Q1 2024 Apr 12, 2024	SELL	$82.58 - $89.9 $369,297 - $402,032	-4,472 Reduced 7.57%	54,640 $4.91 Million
Q4 2023 Jan 10, 2024	BUY	$70.71 - $85.3 $1.45 Million - $1.74 Million	20,446 Added 52.88%	59,112 $5.02 Million
Q3 2023 Oct 10, 2023	SELL	$74.88 - $83.28 $4.72 Million - $5.25 Million	-63,062 Reduced 61.99%	38,666 $2.93 Million
Q2 2023 Jul 10, 2023	BUY	$72.17 - $80.16 $3.23 Million - $3.58 Million	44,704 Added 78.4%	101,728 $8.12 Million
Q1 2023 Apr 18, 2023	BUY	$65.24 - $76.13 $3.72 Million - $4.34 Million	57,024 New	57,024 $4.21 Million

Others Institutions Holding MOAT

# of Institutions

731

Shares Held

105M

Call Options Held

37.6K

Put Options Held

7.5K

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About VANECK MORNINGSTAR WIDE MOAT E

Ticker MOAT
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Peak Financial Advisors LLC Vaneck Morningstar Wide Moat E Transaction History