Copley Financial Group, Inc. MOAT Holdings History
Copley Financial Group, Inc.'s VanEck Morningstar Wide Moat ETF Holding Summary
As of 2025-03-31, Copley Financial Group, Inc. held 76,507.00 shares of VanEck Morningstar Wide Moat ETF(MOAT), totaling $6.73 Mil. This investment constitutes 5.15% of their stock portfolio, and Copley Financial Group, Inc. now holds 0.06% of the outstanding VanEck Morningstar Wide Moat ETF(MOAT) stock.
The initial trade took place in 2024Q3. And since then Copley Financial Group, Inc. has made 2 purchases of MOAT, at an average price of $93.48, for a total of 76,507.00 shares. Based on historical transaction data and MOAT's current price of $96.10, Copley Financial Group, Inc.'s estimated gain on his MOAT holdings is $200,558.36, reflecting a 2.80% gain to date.
Copley Financial Group, Inc. MOAT ($96.10) Holding Chart
Copley Financial Group, Inc. MOAT ($96.10) 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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