Plotkin Financial Advisors, LLC MOAT Holdings History
Plotkin Financial Advisors, LLC's VanEck Morningstar Wide Moat ETF Holding Summary
As of 2025-03-31, Plotkin Financial Advisors, LLC held 117,560.00 shares of VanEck Morningstar Wide Moat ETF(MOAT), totaling $10.35 Mil. This investment constitutes 6.36% of their stock portfolio, and Plotkin Financial Advisors, LLC now holds 0.08% of the outstanding VanEck Morningstar Wide Moat ETF(MOAT) stock.
The initial trade took place in 2021Q4. And since then Plotkin Financial Advisors, LLC has made 13 purchases of MOAT, at an average price of $78.52, for a total of 117,560.00 shares. Based on historical transaction data and MOAT's current price of $95.52, Plotkin Financial Advisors, LLC's estimated gain on his MOAT holdings is $2.00 Mil, reflecting a 21.64% gain to date.
Plotkin Financial Advisors, LLC MOAT ($95.52) Holding Chart
Plotkin Financial Advisors, LLC MOAT ($95.52) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
