Summit Financial, LLC Vaneck Morningstar Wide Moat E Transaction History

Summit Financial, LLC

  • $6 Billion
  • Q3 2025

A detailed history of Summit Financial, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Summit Financial, LLC holds 216,312 shares of MOAT stock, worth $18.6 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
216,312
Previous 246,382 12.2%
Holding current value
$18.6 Million
Previous $21.1 Million 12.2%
% of portfolio
0.31%
Previous 0.48%

Shares

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

Nov 14, 2025
SELL
N/A
-30,070 Reduced 12.2%
216,312 $18.6 Million
Q2 2025

Aug 13, 2025
SELL
N/A
-12,646 Reduced 4.88%
246,382 $21.1 Million
Q1 2025

May 14, 2025
BUY
N/A
253,751 Added 4808.62%
259,028 $22.2 Million
Q4 2024

Feb 12, 2025
BUY
N/A
5,277 New
5,277 $452,000

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
  • Ticker MOAT
  • Sector ETFs
  • Industry ETFs
More about MOAT
Track This Portfolio

Track Summit Financial, LLC Portfolio

Follow Summit Financial, 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 Summit Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email