Aspire Wealth Management Corp MOAT Holdings History
Aspire Wealth Management Corp's VanEck Morningstar Wide Moat ETF Holding Summary
As of 2024-09-30, Aspire Wealth Management Corp held 97,632.00 shares of VanEck Morningstar Wide Moat ETF(MOAT), totaling $9.47 Mil. This investment constitutes 5.1% of their stock portfolio, and Aspire Wealth Management Corp now holds 0.06% of the outstanding VanEck Morningstar Wide Moat ETF(MOAT) stock.
The initial trade took place in 2021Q4. And since then Aspire Wealth Management Corp has made 6 purchases of MOAT, at an average price of $73.59, for a total of 102,643.00 shares. In addition, there have been 3 sales at an average price of $89.86 for 5,011.00 shares. Based on historical transaction data and MOAT's current price of $96.86, Aspire Wealth Management Corp's estimated gain on his MOAT holdings is $2.35 Mil, reflecting a 31.16% gain to date.
Aspire Wealth Management Corp MOAT ($96.86) Holding Chart
Aspire Wealth Management Corp MOAT ($96.86) 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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