Whipplewood Advisors, LLC Vaneck Morningstar Wide Moat E Transaction History
Whipplewood Advisors, LLC
- $152 Billion
- Q3 2025
A detailed history of Whipplewood Advisors, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 10,817 shares of MOAT stock, worth $928,531. This represents 0.71% of its overall portfolio holdings.
Number of Shares
10,817
Previous 12,208
11.39%
Holding current value
$928,531
Previous $1.14 Billion
6.37%
% of portfolio
0.71%
Previous 0.63%
Shares
4 transactions
Others Institutions Holding MOAT
# of Institutions
752Shares Held
84.9MCall Options Held
8.6KPut Options Held
0-
Morgan Stanley New York, NY6.62MShares$568 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.4MShares$550 Million0.17% of portfolio
-
Bank Of America Corp Charlotte, NC6.28MShares$539 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.22MShares$276 Million0.09% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL3.21MShares$276 Million0.38% of portfolio