Prw Wealth Management LLC Vaneck Morningstar Wide Moat E Transaction History

Prw Wealth Management LLC

$263 Million
Q3 2023

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 04, 2021	SELL	N/A	-13,684 Closed	0 $0
Q2 2021 Aug 03, 2021	BUY	N/A	13,684 New	13,684 $0
Q2 2019 Aug 12, 2019	SELL	N/A	-2,250 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	N/A	2,250 New	2,250 $93,000

Others Institutions Holding MOAT

# of Institutions

684

Shares Held

97.2M

Call Options Held

19.7K

Put Options Held

5.4K

Bank Of America Corp Charlotte, NC

8.54M
Shares

$733 Million
0.07% of portfolio
Morgan Stanley New York, NY

8.52M
Shares

$731 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

7.26M
Shares

$624 Million
0.32% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

3.21M
Shares

$276 Million
0.38% of portfolio
Wells Fargo & Company San Francisco, CA

2.7M
Shares

$232 Million
0.06% of portfolio

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