Number of Shares
453,732.00
Current Holdings Value*
$39.93 Mil
% of Portfolio
5.43%
Total Estimate Gain
$16.39 Mil
% of Total Estimate Gain
45.74%

CAHILL FINANCIAL ADVISORS INC's VanEck Morningstar Wide Moat ETF Holding Summary

As of 2025-03-31, CAHILL FINANCIAL ADVISORS INC held 453,732.00 shares of VanEck Morningstar Wide Moat ETF(MOAT), totaling $39.93 Mil. This investment constitutes 5.43% of their stock portfolio, and CAHILL FINANCIAL ADVISORS INC now holds 0.32% of the outstanding VanEck Morningstar Wide Moat ETF(MOAT) stock.

The initial trade took place in 2019Q3. And since then CAHILL FINANCIAL ADVISORS INC has made 20 purchases of MOAT, at an average price of $65.57, for a total of 546,449.00 shares. In addition, there have been 3 sales at an average price of $89.17 for 92,717.00 shares. Based on historical transaction data and MOAT's current price of $96.86, CAHILL FINANCIAL ADVISORS INC's estimated gain on his MOAT holdings is $16.39 Mil, reflecting a 45.74% gain to date.

CAHILL FINANCIAL ADVISORS INC MOAT ($96.86) Holding Chart

CAHILL FINANCIAL ADVISORS INC 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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