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
682Shares Held
97.3MCall Options Held
29.5KPut Options Held
5.4K-
Bank Of America Corp Charlotte, NC8.54MShares$733 Million0.07% of portfolio
-
Morgan Stanley New York, NY8.52MShares$731 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.26MShares$624 Million0.32% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL3.21MShares$276 Million0.38% of portfolio
-
Wells Fargo & Company San Francisco, CA2.7MShares$232 Million0.06% of portfolio