MAGNOLIA CAPITAL ADVISORS LLC MOAT Holdings History
MAGNOLIA CAPITAL ADVISORS LLC's VanEck Morningstar Wide Moat ETF Holding Summary
As of 2025-03-31, MAGNOLIA CAPITAL ADVISORS LLC held 92,662.00 shares of VanEck Morningstar Wide Moat ETF(MOAT), totaling $8.15 Mil. This investment constitutes 2.22% of their stock portfolio, and MAGNOLIA CAPITAL ADVISORS LLC now holds 0.06% of the outstanding VanEck Morningstar Wide Moat ETF(MOAT) stock.
The initial trade took place in 2024Q2. And since then MAGNOLIA CAPITAL ADVISORS LLC has made 3 purchases of MOAT, at an average price of $93.79, for a total of 169,313.00 shares. In addition, there have been 1 sales at an average price of $92.02 for 76,651.00 shares. Based on historical transaction data and MOAT's current price of $98.45, MAGNOLIA CAPITAL ADVISORS LLC's estimated gain on his MOAT holdings is $295,421.21, reflecting a 1.86% gain to date.
MAGNOLIA CAPITAL ADVISORS LLC MOAT ($98.45) Holding Chart
MAGNOLIA CAPITAL ADVISORS LLC MOAT ($98.45) 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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