Wealth Plan Partners, LLC Vaneck Morningstar Wide Moat E Transaction History

Wealth Plan Partners, LLC

$745 Billion
Q3 2024

A detailed history of Wealth Plan Partners, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 169,287 shares of MOAT stock, worth $14.5 Million. This represents 2.2% of its overall portfolio holdings.

Number of Shares

169,287

Previous 171,500 1.29%

Holding current value

$14.5 Million

Previous $14.9 Billion 10.49%

% of portfolio

2.2%

Previous 1.59%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	SELL	$85.84 - $85.84 $189,963 - $189,963	-2,213 Reduced 1.29%	169,287 $16.4 Billion
Q2 2024 Aug 09, 2024	SELL	$83.97 - $89.72 $127,046 - $135,746	-1,513 Reduced 0.87%	171,500 $14.9 Billion
Q1 2024 May 07, 2024	SELL	$82.58 - $89.9 $584,336 - $636,132	-7,076 Reduced 3.93%	173,013 $15.6 Billion
Q4 2023 Jan 05, 2024	BUY	$70.71 - $85.3 $406,087 - $489,877	5,743 Added 3.29%	180,089 $15.3 Billion
Q3 2023 Nov 01, 2023	BUY	$74.88 - $83.28 $2.6 Million - $2.89 Million	34,706 Added 24.85%	174,346 $13.2 Billion
Q2 2023 Jul 31, 2023	SELL	$72.17 - $80.16 $2.15 Million - $2.38 Million	-29,734 Reduced 17.56%	139,640 $11.1 Billion
Q1 2023 May 10, 2023	SELL	$65.24 - $76.13 $5.64 Million - $6.58 Million	-86,425 Reduced 33.79%	169,374 $12.5 Billion
Q4 2022 Feb 16, 2023	SELL	$60.7 - $69.78 $4.28 Million - $4.92 Million	-70,531 Reduced 21.61%	255,799 $18.9 Billion
Q1 2022 May 03, 2022	SELL	N/A	-32,664 Reduced 9.1%	326,330 $22.5 Million
Q4 2021 Feb 01, 2022	SELL	N/A	-5,373 Reduced 1.47%	358,994 $26.7 Million
Q3 2021 Dec 09, 2021	SELL	N/A	-54,318 Reduced 12.97%	364,367 $0
Q2 2021 Aug 19, 2021	SELL	N/A	-2,541 Reduced 0.6%	418,685 $31.8 Million
Q1 2021 May 11, 2021	BUY	N/A	20,573 Added 5.13%	421,226 $30.4 Million
Q4 2020 Feb 09, 2021	BUY	N/A	80,482 Added 25.14%	400,653 $25.8 Million
Q3 2020 Dec 18, 2020	BUY	N/A	320,171 New	320,171 $18.5 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 Partners, LLC Vaneck Morningstar Wide Moat E Transaction History