Sound View Wealth Advisors Group, LLC Vaneck Morningstar Wide Moat E Transaction History
Sound View Wealth Advisors Group, LLC
- $1.23 Billion
- Q4 2024
A detailed history of Sound View Wealth Advisors Group, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 6,259 shares of MOAT stock, worth $537,272. This represents 0.04% of its overall portfolio holdings.
Number of Shares
6,259
Previous 6,252
0.11%
Holding current value
$537,272
Previous $536,000
0.19%
% of portfolio
0.04%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding MOAT
# of Institutions
749Shares Held
104MCall Options Held
27.5KPut Options Held
7.2K-
Morgan Stanley New York, NY8.84MShares$758 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC8.04MShares$690 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.29MShares$625 Million0.26% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL5.42MShares$465 Million0.18% of portfolio
-
Mesirow Financial Investment Management, Inc.3.5MShares$300 Million6.27% of portfolio