Altus Wealth Group LLC MOAT Holdings History
Altus Wealth Group LLC's VanEck Morningstar Wide Moat ETF Holding Summary
As of 2025-03-31, Altus Wealth Group LLC held 185,025.00 shares of VanEck Morningstar Wide Moat ETF(MOAT), totaling $16.28 Mil. This investment constitutes 7.62% of their stock portfolio, and Altus Wealth Group LLC now holds 0.12% of the outstanding VanEck Morningstar Wide Moat ETF(MOAT) stock.
The initial trade took place in 2022Q4. And since then Altus Wealth Group LLC has made 9 purchases of MOAT, at an average price of $86.26, for a total of 207,284.00 shares. In addition, there have been 1 sales at an average price of $96.33 for 22,259.00 shares. Based on historical transaction data and MOAT's current price of $98.45, Altus Wealth Group LLC's estimated gain on his MOAT holdings is $2.48 Mil, reflecting a 13.87% gain to date.
Altus Wealth Group LLC MOAT ($98.45) Holding Chart
Altus Wealth Group LLC MOAT ($98.45) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
