Apriem Advisors MOAT Holdings History
Apriem Advisors's VanEck Morningstar Wide Moat ETF Holding Summary
As of 2025-03-31, Apriem Advisors held 349,681.00 shares of VanEck Morningstar Wide Moat ETF(MOAT), totaling $30.77 Mil. This investment constitutes 3.61% of their stock portfolio, and Apriem Advisors now holds 0.24% of the outstanding VanEck Morningstar Wide Moat ETF(MOAT) stock.
The initial trade took place in 2020Q1. And since then Apriem Advisors has made 13 purchases of MOAT, at an average price of $74.93, for a total of 378,782.00 shares. In addition, there have been 8 sales at an average price of $62.58 for 29,101.00 shares. Based on historical transaction data and MOAT's current price of $98.37, Apriem Advisors's estimated gain on his MOAT holdings is $7.84 Mil, reflecting a 27.62% gain to date.
Apriem Advisors MOAT ($98.37) Holding Chart
Apriem Advisors MOAT ($98.37) 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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