Long Island Wealth Management, Inc. MOAT Holdings History
Long Island Wealth Management, Inc.'s VanEck Morningstar Wide Moat ETF Holding Summary
As of 2025-03-31, Long Island Wealth Management, Inc. held 108,992.00 shares of VanEck Morningstar Wide Moat ETF(MOAT), totaling $9.59 Mil. This investment constitutes 5.84% of their stock portfolio, and Long Island Wealth Management, Inc. now holds 0.08% of the outstanding VanEck Morningstar Wide Moat ETF(MOAT) stock.
The initial trade took place in 2024Q4. And since then Long Island Wealth Management, Inc. has made 2 purchases of MOAT, at an average price of $95.86, for a total of 108,992.00 shares. Based on historical transaction data and MOAT's current price of $99.01, Long Island Wealth Management, Inc.'s estimated gain on his MOAT holdings is $343,223.78, reflecting a 3.29% gain to date.
Long Island Wealth Management, Inc. MOAT ($99.01) Holding Chart
Long Island Wealth Management, Inc. MOAT ($99.01) 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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