Resurgent Financial Advisors LLC Vaneck Morningstar Wide Moat E Transaction History

Resurgent Financial Advisors LLC

  • $189 Million
  • Q3 2025

A detailed history of Resurgent Financial Advisors LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Resurgent Financial Advisors LLC holds 6,061 shares of MOAT stock, worth $520,276. This represents 0.27% of its overall portfolio holdings.

Number of Shares
6,061
Previous 6,755 10.27%
Holding current value
$520,276
Previous $579,000 10.19%
% of portfolio
0.27%
Previous 0.33%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
SELL
N/A
-694 Reduced 10.27%
6,061 $520,000
Q2 2025

Aug 11, 2025
SELL
N/A
-1,176 Reduced 14.83%
6,755 $579,000
Q1 2025

May 05, 2025
SELL
N/A
-584 Reduced 6.86%
7,931 $680,000
Q4 2024

Feb 13, 2025
SELL
N/A
-874 Reduced 9.31%
8,515 $730,000
Q3 2024

Nov 14, 2024
BUY
$85.84 - $85.84 $5,150 - $5,150
60 Added 0.64%
9,389 $805,000
Q2 2024

Aug 14, 2024
SELL
$83.97 - $89.72 $783,356 - $836,997
-9,329 Reduced 50.0%
9,329 $807,000
Q1 2024

May 10, 2024
BUY
$82.58 - $89.9 $784,427 - $853,960
9,499 Added 103.71%
18,658 $1.68 Million
Q4 2023

Feb 09, 2024
SELL
$70.71 - $85.3 $99,418 - $119,931
-1,406 Reduced 13.31%
9,159 $777,000
Q3 2023

Nov 13, 2023
SELL
$74.88 - $83.28 $22,464 - $24,984
-300 Reduced 2.76%
10,565 $801,000
Q2 2023

Aug 14, 2023
BUY
$72.17 - $80.16 $71,448 - $79,358
990 Added 10.03%
10,865 $866,000
Q1 2023

May 15, 2023
BUY
$65.24 - $76.13 $46,189 - $53,900
708 Added 7.72%
9,875 $729,000
Q4 2022

Feb 14, 2023
BUY
$60.7 - $69.78 $335,488 - $385,674
5,527 Added 151.84%
9,167 $595,000
Q3 2022

Nov 14, 2022
BUY
N/A
3,640 New
3,640 $218,000

Others Institutions Holding MOAT

# of Institutions
753
Shares Held
85M
Call Options Held
8.6K
Put Options Held
0
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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