LEVEL FOUR ADVISORY SERVICES, LLC MOAT Holdings History
LEVEL FOUR ADVISORY SERVICES, LLC's VanEck Morningstar Wide Moat ETF Holding Summary
As of 2025-03-31, LEVEL FOUR ADVISORY SERVICES, LLC held 351,777.00 shares of VanEck Morningstar Wide Moat ETF(MOAT), totaling $30.96 Mil. This investment constitutes 1.27% of their stock portfolio, and LEVEL FOUR ADVISORY SERVICES, LLC now holds 0.24% of the outstanding VanEck Morningstar Wide Moat ETF(MOAT) stock.
The initial trade took place in 2018Q2. And since then LEVEL FOUR ADVISORY SERVICES, LLC has made 23 purchases of MOAT, at an average price of $70.90, for a total of 483,721.00 shares. In addition, there have been 5 sales at an average price of $74.64 for 131,944.00 shares. Based on historical transaction data and MOAT's current price of $96.52, LEVEL FOUR ADVISORY SERVICES, LLC's estimated gain on his MOAT holdings is $9.51 Mil, reflecting a 27.72% gain to date.
LEVEL FOUR ADVISORY SERVICES, LLC MOAT ($96.52) Holding Chart
LEVEL FOUR ADVISORY SERVICES, LLC MOAT ($96.52) 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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