Robertson Stephens Wealth Management, LLC Vaneck Morningstar Wide Moat E Transaction History

Robertson Stephens Wealth Management, LLC

  • $2.84 Billion
  • Q1 2025

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 131,090 shares of MOAT stock, worth $11.3 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
131,090
Previous 133,677 1.94%
Holding current value
$11.3 Million
Previous $11.5 Million 1.93%
% of portfolio
0.4%
Previous 0.42%

Shares

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

Apr 17, 2025
SELL
N/A
-2,587 Reduced 1.94%
131,090 $11.3 Million
Q4 2024

Jan 27, 2025
SELL
N/A
-6,204 Reduced 4.44%
133,677 $11.5 Million
Q3 2024

Nov 12, 2024
BUY
$85.84 - $85.84 $11 Million - $11 Million
128,528 Added 1132.11%
139,881 $12 Million
Q2 2024

Aug 13, 2024
BUY
$83.97 - $89.72 $953,311 - $1.02 Million
11,353 New
11,353 $983,000
Q3 2023

Nov 13, 2023
BUY
$74.88 - $83.28 $5.36 Million - $5.96 Million
71,576 New
71,576 $5.43 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
Track This Portfolio

Track Robertson Stephens Wealth Management, LLC Portfolio

Follow Robertson Stephens Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Robertson Stephens Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Robertson Stephens Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email