Stonebridge Financial Planning Group, LLC Vaneck Morningstar Wide Moat E Transaction History

Stonebridge Financial Planning Group, LLC

$215 Million
Q4 2024

A detailed history of Stonebridge Financial Planning Group, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 38,435 shares of MOAT stock, worth $3.3 Million. This represents 1.53% of its overall portfolio holdings.

Number of Shares

38,435

Previous 33,094 16.14%

Holding current value

$3.3 Million

Previous $2.84 Million 16.16%

% of portfolio

1.53%

Previous 1.41%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 18, 2025	BUY	N/A	5,341 Added 16.14%	38,435 $3.3 Million
Q3 2024 Nov 08, 2024	BUY	$85.84 - $85.84 $663,114 - $663,114	7,725 Added 30.45%	33,094 $2.84 Million
Q2 2024 Aug 07, 2024	BUY	$83.97 - $89.72 $1.12 Million - $1.19 Million	13,280 Added 109.85%	25,369 $2.2 Million
Q1 2024 May 13, 2024	BUY	$82.58 - $89.9 $287,378 - $312,852	3,480 Added 40.42%	12,089 $1.09 Million
Q4 2023 Feb 05, 2024	BUY	$70.71 - $85.3 $366,560 - $442,195	5,184 Added 151.36%	8,609 $730,000
Q3 2023 Nov 07, 2023	BUY	$74.88 - $83.28 $256,463 - $285,234	3,425 New	3,425 $259,000

Others Institutions Holding MOAT

# of Institutions

744

Shares Held

104M

Call Options Held

27.5K

Put Options Held

7.2K

View Full List

About VANECK MORNINGSTAR WIDE MOAT E

Ticker MOAT
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Stonebridge Financial Planning Group, LLC Vaneck Morningstar Wide Moat E Transaction History