Warren Averett Asset Management, LLC Vaneck Morningstar Wide Moat E Transaction History

Warren Averett Asset Management, LLC

$9.72 Billion
Q3 2025

A detailed history of Warren Averett Asset Management, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 28,563 shares of MOAT stock, worth $2.45 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

28,563

Previous 29,146 2.0%

Holding current value

$2.45 Million

Previous $2.5 Million 2.0%

% of portfolio

0.03%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	N/A	-583 Reduced 2.0%	28,563 $2.45 Million
Q2 2025 Aug 14, 2025	SELL	N/A	-1,553 Reduced 5.06%	29,146 $2.5 Million
Q1 2025 May 15, 2025	BUY	N/A	1,534 Added 5.26%	30,699 $2.64 Million
Q4 2024 Feb 14, 2025	BUY	N/A	25,119 Added 620.84%	29,165 $2.5 Million
Q3 2024 Nov 14, 2024	SELL	$85.84 - $85.84 $28,670 - $28,670	-334 Reduced 7.63%	4,046 $347,000

Q2 2024 Aug 14, 2024	BUY	$83.97 - $89.72 $79,183 - $84,605	943 Added 27.44%	4,380 $379,000
Q1 2024 May 15, 2024	BUY	$82.58 - $89.9 $283,827 - $308,986	3,437 New	3,437 $308,000

Others Institutions Holding MOAT

# of Institutions

753

Shares Held

85M

Call Options Held

8.6K

Put Options Held

View Full List

About VANECK MORNINGSTAR WIDE MOAT E

Ticker MOAT
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Warren Averett Asset Management, LLC Vaneck Morningstar Wide Moat E Transaction History