PANORAMIC INVESTMENT ADVISORS, LLC MOAT Holdings History
PANORAMIC INVESTMENT ADVISORS, LLC's VanEck Morningstar Wide Moat ETF Holding Summary
As of 2025-03-31, PANORAMIC INVESTMENT ADVISORS, LLC held 36,775.00 shares of VanEck Morningstar Wide Moat ETF(MOAT), totaling $3.24 Mil. This investment constitutes 2.19% of their stock portfolio, and PANORAMIC INVESTMENT ADVISORS, LLC now holds 0.03% of the outstanding VanEck Morningstar Wide Moat ETF(MOAT) stock.
The initial trade took place in 2022Q4. And since then PANORAMIC INVESTMENT ADVISORS, LLC has made 2 purchases of MOAT, at an average price of $65.47, for a total of 53,268.00 shares. In addition, there have been 4 sales at an average price of $92.23 for 16,493.00 shares. Based on historical transaction data and MOAT's current price of $98.97, PANORAMIC INVESTMENT ADVISORS, LLC's estimated gain on his MOAT holdings is $1.67 Mil, reflecting a 47.99% gain to date.
PANORAMIC INVESTMENT ADVISORS, LLC MOAT ($98.97) Holding Chart
PANORAMIC INVESTMENT ADVISORS, LLC MOAT ($98.97) 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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