Willner & Heller, LLC Vaneck Morningstar Wide Moat E Transaction History

Willner & Heller, LLC

  • $124 Million
  • Q3 2025

A detailed history of Willner & Heller, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Willner & Heller, LLC holds 2,264 shares of MOAT stock, worth $194,341. This represents 0.16% of its overall portfolio holdings.

Number of Shares
2,264
Previous 2,284 0.88%
Holding current value
$194,341
Previous $196,000 1.02%
% of portfolio
0.16%
Previous 0.17%

Shares

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

Oct 16, 2025
SELL
N/A
-20 Reduced 0.88%
2,264 $194,000
Q2 2025

Jul 21, 2025
SELL
N/A
-212 Reduced 8.49%
2,284 $196,000
Q4 2024

Jan 16, 2025
BUY
N/A
33 Added 1.34%
2,496 $214,000
Q2 2024

Jul 19, 2024
BUY
$83.97 - $89.72 $8,397 - $8,972
100 Added 4.23%
2,463 $213,000
Q1 2024

Jul 19, 2024
BUY
$82.58 - $89.9 $195,136 - $212,433
2,363 New
2,363 $212,000

Others Institutions Holding MOAT

# of Institutions
752
Shares Held
84.9M
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
Track This Portfolio

Track Willner & Heller, LLC Portfolio

Follow Willner & Heller, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Willner & Heller, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Willner & Heller, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email