Peak Financial Advisors LLC Vaneck Morningstar Wide Moat E Transaction History

Peak Financial Advisors LLC

$161 Million
Q3 2025

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 11,427 shares of MOAT stock, worth $980,893. This represents 0.61% of its overall portfolio holdings.

Number of Shares

11,427

Previous 12,732 10.25%

Holding current value

$980,893

Previous $1.09 Million 10.26%

% of portfolio

0.61%

Previous 0.72%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 08, 2025	SELL	N/A	-1,305 Reduced 10.25%	11,427 $980,000
Q2 2025 Jul 07, 2025	SELL	N/A	-9,777 Reduced 43.44%	12,732 $1.09 Million
Q1 2025 Apr 10, 2025	SELL	N/A	-20,333 Reduced 47.46%	22,509 $1.93 Million
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

753

Shares Held

85M

Call Options Held

8.6K

Put Options Held

View Full List

About VANECK MORNINGSTAR WIDE MOAT E

Ticker MOAT
Sector ETFs
Industry ETFs

More about MOAT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Peak Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Peak Financial Advisors LLC with notifications on news.

Account

Peak Financial Advisors LLC Vaneck Morningstar Wide Moat E Transaction History