Obermeyer Wealth Partners MOAT Holdings History
Obermeyer Wealth Partners's VanEck Morningstar Wide Moat ETF Holding Summary
As of 2025-03-31, Obermeyer Wealth Partners held 881,212.00 shares of VanEck Morningstar Wide Moat ETF(MOAT), totaling $77.55 Mil. This investment constitutes 4.14% of their stock portfolio, and Obermeyer Wealth Partners now holds 0.61% of the outstanding VanEck Morningstar Wide Moat ETF(MOAT) stock.
The initial trade took place in 2023Q2. And since then Obermeyer Wealth Partners has made 8 purchases of MOAT, at an average price of $78.64, for a total of 881,212.00 shares. Based on historical transaction data and MOAT's current price of $98.45, Obermeyer Wealth Partners's estimated gain on his MOAT holdings is $17.46 Mil, reflecting a 25.19% gain to date.
Obermeyer Wealth Partners MOAT ($98.45) Holding Chart
Obermeyer Wealth Partners 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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