Transform Wealth LLC Has $3.34 Million Stake in VanEck Morningstar Wide Moat ETF (BATS:MOAT)

Transform Wealth LLC cut its holdings in shares of VanEck Morningstar Wide Moat ETF (BATS:MOATFree Report) by 10.0% during the fourth quarter, Holdings Channel reports. The fund owned 36,000 shares of the company’s stock after selling 4,001 shares during the quarter. Transform Wealth LLC’s holdings in VanEck Morningstar Wide Moat ETF were worth $3,338,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also added to or reduced their stakes in MOAT. Mercer Global Advisors Inc. ADV increased its holdings in shares of VanEck Morningstar Wide Moat ETF by 64.1% in the second quarter. Mercer Global Advisors Inc. ADV now owns 30,766 shares of the company’s stock valued at $2,665,000 after purchasing an additional 12,022 shares during the last quarter. Blair William & Co. IL raised its holdings in VanEck Morningstar Wide Moat ETF by 2.2% in the 2nd quarter. Blair William & Co. IL now owns 41,047 shares of the company’s stock valued at $3,555,000 after acquiring an additional 891 shares during the period. AE Wealth Management LLC raised its holdings in VanEck Morningstar Wide Moat ETF by 29.7% in the 2nd quarter. AE Wealth Management LLC now owns 6,176 shares of the company’s stock valued at $535,000 after acquiring an additional 1,416 shares during the period. Commonwealth Financial Services LLC lifted its position in VanEck Morningstar Wide Moat ETF by 5.9% during the second quarter. Commonwealth Financial Services LLC now owns 4,644 shares of the company’s stock worth $400,000 after acquiring an additional 260 shares during the last quarter. Finally, Smith Thornton Advisors LLC bought a new stake in shares of VanEck Morningstar Wide Moat ETF during the second quarter worth approximately $1,151,000.

VanEck Morningstar Wide Moat ETF Stock Up 2.0 %

VanEck Morningstar Wide Moat ETF stock opened at $94.14 on Tuesday. The firm has a market capitalization of $15.92 billion, a P/E ratio of 28.30 and a beta of 1.01. The company has a 50 day moving average price of $95.48 and a 200 day moving average price of $94.01.

VanEck Morningstar Wide Moat ETF Announces Dividend

The company also recently disclosed a dividend, which was paid on Tuesday, December 24th. Shareholders of record on Monday, December 23rd were issued a $1.2675 dividend. The ex-dividend date was Monday, December 23rd.

VanEck Morningstar Wide Moat ETF Company Profile

(Free Report)

The VanEck Morningstar Wide Moat ETF (MOAT) is an exchange-traded fund that is based on the Morningstar Wide Moat Focus 20 index. The fund tracks a staggered, equal-weighted index of 40 US companies that Morningstar determines to have the highest fair value among firms with a sustainable competitive advantage.

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Want to see what other hedge funds are holding MOAT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for VanEck Morningstar Wide Moat ETF (BATS:MOATFree Report).

Institutional Ownership by Quarter for VanEck Morningstar Wide Moat ETF (BATS:MOAT)

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