Wealth Plan Investment Management, LLC Vaneck Morningstar Wide Moat E Transaction History

Wealth Plan Investment Management, LLC

$923 Million
Q3 2024

A detailed history of Wealth Plan Investment Management, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 58,152 shares of MOAT stock, worth $4.99 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares

58,152

Previous 53,283 9.14%

Holding current value

$4.99 Million

Previous $4.61 Million 8.17%

% of portfolio

0.54%

Previous 0.75%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	BUY	$85.84 - $85.84 $417,954 - $417,954	4,869 Added 9.14%	58,152 $4.99 Million
Q2 2024 Aug 09, 2024	SELL	$83.97 - $89.72 $121,084 - $129,376	-1,442 Reduced 2.63%	53,283 $4.61 Million
Q1 2024 May 16, 2024	SELL	$82.58 - $89.9 $2.23 Million - $2.43 Million	-26,990 Reduced 33.03%	54,725 $4.92 Million
Q4 2023 Jan 05, 2024	BUY	$70.71 - $85.3 $267,425 - $322,604	3,782 Added 4.85%	81,715 $6.94 Million
Q3 2023 Nov 15, 2023	SELL	$74.88 - $83.28 $7.22 Million - $8.03 Million	-96,413 Reduced 55.3%	77,933 $5.91 Million
Q3 2023 Nov 09, 2023	BUY	$74.88 - $83.28 $8.73 Million - $9.71 Million	116,653 Added 202.2%	174,346 $13.2 Million
Q2 2023 Aug 14, 2023	BUY	$72.17 - $80.16 $4.12 Million - $4.58 Million	57,078 Added 9280.98%	57,693 $4.6 Million
Q2 2023 Jul 25, 2023	SELL	$72.17 - $80.16 $6.22 Million - $6.91 Million	-86,246 Reduced 99.29%	615 $49,000
Q1 2023 May 08, 2023	SELL	$65.24 - $76.13 $11 Million - $12.8 Million	-168,739 Reduced 66.02%	86,861 $6.41 Million
Q4 2022 Feb 15, 2023	SELL	$60.7 - $69.78 $252,512 - $290,284	-4,160 Reduced 1.6%	255,600 $16.6 Million
Q3 2022 Dec 12, 2022	SELL	N/A	-66,570 Reduced 20.4%	259,760 $17.4 Million
Q1 2022 Sep 07, 2022	BUY	N/A	326,330 New	326,330 $22.5 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

Ticker MOAT
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Wealth Plan Investment Management, LLC Vaneck Morningstar Wide Moat E Transaction History