Walled Lake Planning & Wealth Management, LLC Vaneck Morningstar Wide Moat E Transaction History

Walled Lake Planning & Wealth Management, LLC

  • $250 Million
  • Q3 2025

A detailed history of Walled Lake Planning & Wealth Management, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Walled Lake Planning & Wealth Management, LLC holds 8,383 shares of MOAT stock, worth $719,596. This represents 0.29% of its overall portfolio holdings.

Number of Shares
8,383
Previous 8,189 2.37%
Holding current value
$719,596
Previous $702,000 2.42%
% of portfolio
0.29%
Previous 0.27%

Shares

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

Nov 12, 2025
BUY
N/A
194 Added 2.37%
8,383 $719,000
Q2 2025

Aug 12, 2025
SELL
N/A
-1,448 Reduced 15.03%
8,189 $702,000
Q1 2025

May 07, 2025
BUY
N/A
201 Added 2.13%
9,637 $827,000
Q4 2024

Feb 12, 2025
BUY
N/A
888 Added 10.39%
9,436 $809,000
Q3 2024

Nov 14, 2024
BUY
$85.84 - $85.84 $24,893 - $24,893
290 Added 3.51%
8,548 $733,000
Q2 2024

Aug 12, 2024
BUY
$83.97 - $89.72 $93,290 - $99,678
1,111 Added 15.54%
8,258 $715,000
Q1 2024

May 13, 2024
BUY
$82.58 - $89.9 $115,364 - $125,590
1,397 Added 24.3%
7,147 $642,000
Q4 2023

Feb 13, 2024
BUY
$70.71 - $85.3 $1,555 - $1,876
22 Added 0.38%
5,750 $488,000
Q3 2023

Nov 14, 2023
BUY
$74.88 - $83.28 $6,814 - $7,578
91 Added 1.61%
5,728 $434,000
Q2 2023

Aug 11, 2023
SELL
$72.17 - $80.16 $11,691 - $12,985
-162 Reduced 2.79%
5,637 $449,000
Q1 2023

May 12, 2023
BUY
$65.24 - $76.13 $39,665 - $46,287
608 Added 11.71%
5,799 $428,000
Q4 2022

Feb 13, 2023
BUY
$60.7 - $69.78 $24,401 - $28,051
402 Added 8.39%
5,191 $336,000
Q3 2022

Nov 01, 2022
BUY
N/A
500 Added 11.66%
4,789 $287,000
Q2 2022

Aug 09, 2022
BUY
N/A
571 Added 15.36%
4,289 $273,000
Q1 2022

May 13, 2022
SELL
N/A
-2,156 Reduced 36.7%
3,718 $278,000
Q4 2021

Feb 10, 2022
BUY
N/A
3,969 Added 208.35%
5,874 $447,000
Q3 2021

Nov 15, 2021
BUY
N/A
440 Added 30.03%
1,905 $140,000
Q2 2021

Aug 16, 2021
BUY
N/A
178 Added 13.83%
1,465 $108,000
Q1 2021

May 17, 2021
BUY
N/A
208 Added 19.28%
1,287 $89,000
Q4 2020

Feb 19, 2021
BUY
N/A
297 Added 37.98%
1,079 $67,000
Q3 2020

Nov 13, 2020
BUY
N/A
231 Added 41.92%
782 $43,000
Q2 2020

Aug 18, 2020
BUY
N/A
551 New
551 $29,000

Others Institutions Holding MOAT

# of Institutions
762
Shares Held
84.8M
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
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