DUMONT & BLAKE INVESTMENT ADVISORS LLC MOAT Holdings History
DUMONT & BLAKE INVESTMENT ADVISORS LLC's VanEck Morningstar Wide Moat ETF Holding Summary
As of 2025-03-31, DUMONT & BLAKE INVESTMENT ADVISORS LLC held 13,552.00 shares of VanEck Morningstar Wide Moat ETF(MOAT), totaling $1.19 Mil. This investment constitutes 0.35% of their stock portfolio, and DUMONT & BLAKE INVESTMENT ADVISORS LLC now holds 0.01% of the outstanding VanEck Morningstar Wide Moat ETF(MOAT) stock.
The initial trade took place in 2022Q1. And since then DUMONT & BLAKE INVESTMENT ADVISORS LLC has made 7 purchases of MOAT, at an average price of $82.97, for a total of 37,382.00 shares. In addition, there have been 3 sales at an average price of $91.03 for 23,830.00 shares. Based on historical transaction data and MOAT's current price of $96.10, DUMONT & BLAKE INVESTMENT ADVISORS LLC's estimated gain on his MOAT holdings is $370,022.11, reflecting a 11.93% gain to date.
DUMONT & BLAKE INVESTMENT ADVISORS LLC MOAT ($96.10) Holding Chart
DUMONT & BLAKE INVESTMENT ADVISORS LLC 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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