Vertex Planning Partners, LLC Vaneck Morningstar Wide Moat E Transaction History

Vertex Planning Partners, LLC

  • $418 Billion
  • Q3 2024

A detailed history of Vertex Planning Partners, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 3,064 shares of MOAT stock, worth $263,013. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,064
Previous 3,206 4.43%
Holding current value
$263,013
Previous $278 Million 6.98%
% of portfolio
0.07%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
SELL
$85.84 - $85.84 $12,189 - $12,189
-142 Reduced 4.43%
3,064 $297 Million
Q4 2023

Feb 14, 2024
SELL
$70.71 - $85.3 $2,616 - $3,156
-37 Reduced 1.14%
3,206 $272 Million
Q2 2023

Aug 14, 2023
BUY
$72.17 - $80.16 $234,047 - $259,958
3,243 New
3,243 $259 Million

Others Institutions Holding MOAT

# of Institutions
701
Shares Held
98.4M
Call Options Held
31.5K
Put Options Held
7.5K
View Full List

About VANECK MORNINGSTAR WIDE MOAT E

MOAT Quotes by TradingView
  • Ticker MOAT
  • Sector ETFs
  • Industry ETFs
More about MOAT
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