Number of Shares
500,000.00
Current Holdings Value*
$48.43 Mil
% of Portfolio
8.69%
Total Estimate Gain
$15.34 Mil
% of Total Estimate Gain
45.01%

FINANCIAL MANAGEMENT NETWORK INC's VanEck Morningstar Wide Moat ETF Holding Summary

As of 2025-06-30, FINANCIAL MANAGEMENT NETWORK INC held 500,000.00 shares of VanEck Morningstar Wide Moat ETF(MOAT), totaling $48.43 Mil. This investment constitutes 8.69% of their stock portfolio, and FINANCIAL MANAGEMENT NETWORK INC now holds 0.37% of the outstanding VanEck Morningstar Wide Moat ETF(MOAT) stock.

The initial trade took place in 2020Q4. And since then FINANCIAL MANAGEMENT NETWORK INC has made 17 purchases of MOAT, at an average price of $67.78, for a total of 502,966.00 shares. In addition, there have been 1 sales at an average price of $87.73 for 2,966.00 shares. Based on historical transaction data and MOAT's current price of $98.35, FINANCIAL MANAGEMENT NETWORK INC's estimated gain on his MOAT holdings is $15.34 Mil, reflecting a 45.01% gain to date.

FINANCIAL MANAGEMENT NETWORK INC MOAT ($98.35) Holding Chart

FINANCIAL MANAGEMENT NETWORK INC MOAT ($98.35) 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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