Stonebridge Financial Planning Group, LLC Vaneck Morningstar Wide Moat E Transaction History
Stonebridge Financial Planning Group, LLC
- $254 Million
- Q3 2025
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 43,030 shares of MOAT stock, worth $3.69 Million. This represents 1.46% of its overall portfolio holdings.
Number of Shares
43,030
Previous 42,334
1.64%
Holding current value
$3.69 Million
Previous $3.63 Million
1.65%
% of portfolio
1.46%
Previous 1.59%
Shares
9 transactions
Others Institutions Holding MOAT
# of Institutions
754Shares Held
85MCall Options Held
8.6KPut Options Held
0-
Morgan Stanley New York, NY6.62MShares$568 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.4MShares$550 Million0.17% of portfolio
-
Bank Of America Corp Charlotte, NC6.28MShares$539 Million0.04% of portfolio
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Raymond James Financial Inc St. Petersburg, FL3.22MShares$276 Million0.09% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL3.21MShares$276 Million0.38% of portfolio