Valley Financial Management, Inc. Vaneck Morningstar Wide Moat E Transaction History
Valley Financial Management, Inc.
- $193 Billion
- Q2 2023
A detailed history of Valley Financial Management, Inc. transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Valley Financial Management, Inc. holds 200,701 shares of MOAT stock, worth $17.2 Million. This represents 8.29% of its overall portfolio holdings.
Number of Shares
200,701
Previous 46,382
332.71%
Holding current value
$17.2 Million
Previous $3.42 Billion
367.64%
% of portfolio
8.29%
Previous 2.12%
Shares
2 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
-
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