Apexium Financial, LP MOAT Holdings History
Apexium Financial, LP's VanEck Morningstar Wide Moat ETF Holding Summary
As of 2025-03-31, Apexium Financial, LP held 578,126.00 shares of VanEck Morningstar Wide Moat ETF(MOAT), totaling $50.88 Mil. This investment constitutes 3.03% of their stock portfolio, and Apexium Financial, LP now holds 0.4% of the outstanding VanEck Morningstar Wide Moat ETF(MOAT) stock.
The initial trade took place in 2020Q2. And since then Apexium Financial, LP has made 18 purchases of MOAT, at an average price of $68.83, for a total of 633,017.00 shares. In addition, there have been 2 sales at an average price of $68.71 for 54,891.00 shares. Based on historical transaction data and MOAT's current price of $96.15, Apexium Financial, LP's estimated gain on his MOAT holdings is $15.78 Mil, reflecting a 36.22% gain to date.
Apexium Financial, LP MOAT ($96.15) Holding Chart
Apexium Financial, LP MOAT ($96.15) 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 % | |||
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