Planned Solutions, Inc. Vaneck Morningstar Wide Moat E Transaction History

Planned Solutions, Inc.

  • $231 Million
  • Q1 2025

A detailed history of Planned Solutions, Inc. transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Planned Solutions, Inc. holds 299,076 shares of MOAT stock, worth $25.7 Million. This represents 11.12% of its overall portfolio holdings.

Number of Shares
299,076
Previous 292,121 2.38%
Holding current value
$25.7 Million
Previous $25.1 Million 2.38%
% of portfolio
11.12%
Previous 10.87%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 09, 2025
BUY
N/A
6,955 Added 2.38%
299,076 $25.7 Million
Q4 2024

Jan 16, 2025
SELL
N/A
-4,948 Reduced 1.67%
292,121 $25.1 Million
Q3 2024

Oct 08, 2024
BUY
$85.84 - $85.84 $198,290 - $198,290
2,310 Added 0.78%
297,069 $25.5 Million
Q2 2024

Jul 24, 2024
SELL
$83.97 - $89.72 $129,649 - $138,527
-1,544 Reduced 0.52%
294,759 $25.5 Million
Q1 2024

Apr 26, 2024
BUY
$82.58 - $89.9 $134,440 - $146,357
1,628 Added 0.55%
296,303 $26.6 Million
Q4 2023

Jan 17, 2024
BUY
$70.71 - $85.3 $214,604 - $258,885
3,035 Added 1.04%
294,675 $25 Million
Q3 2023

Feb 06, 2024
BUY
$74.88 - $83.28 $258,560 - $287,565
3,453 Added 1.17%
298,128 $22.6 Million
Q2 2023

Jul 11, 2023
BUY
$72.17 - $80.16 $376,077 - $417,713
5,211 Added 1.82%
291,640 $23.3 Million
Q1 2023

Apr 12, 2023
SELL
$65.24 - $76.13 $1.17 Million - $1.37 Million
-17,934 Reduced 5.89%
286,429 $21.1 Million
Q4 2022

Jan 25, 2023
BUY
$60.7 - $69.78 $43,643 - $50,171
719 Added 0.24%
304,363 $0
Q3 2022

Oct 20, 2022
BUY
N/A
5,900 Added 1.98%
303,644 $18.2 Million
Q2 2022

Jul 14, 2022
BUY
N/A
7,014 Added 2.41%
297,744 $19 Million
Q1 2022

Apr 08, 2022
BUY
N/A
4,739 Added 1.66%
290,730 $21.7 Million
Q4 2021

Feb 03, 2022
SELL
N/A
-507 Reduced 0.18%
285,991 $21.8 Million
Q2 2021

Jul 21, 2021
BUY
N/A
1,713 Added 0.6%
286,498 $21.2 Million
Q1 2021

Apr 29, 2021
SELL
N/A
-17,646 Reduced 5.83%
284,785 $19.7 Million
Q4 2020

Jan 29, 2021
BUY
N/A
7,104 Added 2.41%
302,431 $18.8 Million
Q3 2020

Nov 06, 2020
BUY
N/A
295,327 New
295,327 $16.1 Million

Others Institutions Holding MOAT

# of Institutions
751
Shares Held
104M
Call Options Held
27.5K
Put Options Held
7.2K
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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