Xml Financial, LLC Vaneck Morningstar Wide Moat E Transaction History

Xml Financial, LLC

$1.2 Billion
Q3 2025

A detailed history of Xml Financial, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Xml Financial, LLC holds 50,557 shares of MOAT stock, worth $4.34 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

50,557

Previous 43,221 16.97%

Holding current value

$4.34 Million

Previous $3.71 Million 16.95%

% of portfolio

0.36%

Previous 0.33%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	BUY	N/A	7,336 Added 16.97%	50,557 $4.34 Million
Q2 2025 Jul 17, 2025	BUY	N/A	1,855 Added 4.48%	43,221 $3.71 Million
Q1 2025 Apr 22, 2025	BUY	N/A	5,196 Added 14.37%	41,366 $3.55 Million
Q4 2024 Jan 17, 2025	BUY	N/A	5,648 Added 18.5%	36,170 $3.1 Million
Q3 2024 Nov 01, 2024	BUY	$85.84 - $85.84 $583,883 - $583,883	6,802 Added 28.68%	30,522 $2.62 Million

Q2 2024 Jul 22, 2024	BUY	$83.97 - $89.72 $1.31 Million - $1.4 Million	15,610 Added 192.48%	23,720 $2.05 Million
Q1 2024 May 15, 2024	BUY	$82.58 - $89.9 $407,945 - $444,106	4,940 Added 155.84%	8,110 $729,000
Q4 2023 Feb 14, 2024	BUY	$70.71 - $85.3 $224,150 - $270,401	3,170 New	3,170 $269,000

Others Institutions Holding MOAT

# of Institutions

758

Shares Held

84.7M

Call Options Held

8.6K

Put Options Held

View Full List

About VANECK MORNINGSTAR WIDE MOAT E

Ticker MOAT
Sector ETFs
Industry ETFs

More about MOAT

Track This Portfolio

Portfolio Update

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

News

Stay updated on Xml Financial, LLC with notifications on news.

Account

Xml Financial, LLC Vaneck Morningstar Wide Moat E Transaction History