Sowell Financial Services LLC Vaneck Morningstar Wide Moat E Transaction History

Sowell Financial Services LLC

  • $2.46 Billion
  • Q3 2025

A detailed history of Sowell Financial Services LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Sowell Financial Services LLC holds 2,590 shares of MOAT stock, worth $222,325. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,590
Previous 2,768 6.43%
Holding current value
$222,325
Previous $237,000 6.33%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 17, 2025
SELL
N/A
-178 Reduced 6.43%
2,590 $222,000
Q2 2025

Jul 11, 2025
SELL
N/A
-74 Reduced 2.6%
2,768 $237,000
Q1 2025

Apr 17, 2025
BUY
N/A
2,842 New
2,842 $243,000
Q1 2023

May 12, 2023
BUY
$65.24 - $76.13 $218,814 - $255,340
3,354 New
3,354 $247,000
Q2 2022

Aug 15, 2022
BUY
N/A
147,306 New
147,306 $5.75 Million
Q2 2021

Aug 05, 2021
SELL
N/A
-61,641 Closed
0 $0
Q1 2021

May 07, 2021
BUY
N/A
20,425 Added 49.56%
61,641 $4.49 Million
Q4 2020

Jan 13, 2021
BUY
N/A
8,726 Added 26.86%
41,216 $2.56 Million
Q3 2020

Nov 12, 2020
BUY
N/A
5,554 Added 20.62%
32,490 $1.77 Million
Q2 2020

Aug 13, 2020
SELL
N/A
-8,397 Reduced 23.77%
26,936 $1.41 Million
Q1 2020

May 12, 2020
SELL
N/A
-13,187 Reduced 27.18%
35,333 $1.55 Million
Q4 2019

Feb 07, 2020
BUY
N/A
32,731 Added 207.3%
48,520 $0
Q3 2019

Nov 14, 2019
BUY
N/A
15,789 New
15,789 $792,000

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
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