Summit Financial, LLC MOAT Holdings History
Summit Financial, LLC's VanEck Morningstar Wide Moat ETF Holding Summary
As of 2025-03-31, Summit Financial, LLC held 259,028.00 shares of VanEck Morningstar Wide Moat ETF(MOAT), totaling $22.79 Mil. This investment constitutes 0.64% of their stock portfolio, and Summit Financial, LLC now holds 0.18% of the outstanding VanEck Morningstar Wide Moat ETF(MOAT) stock.
The initial trade took place in 2024Q4. And since then Summit Financial, LLC has made 2 purchases of MOAT, at an average price of $92.11, for a total of 259,028.00 shares. Based on historical transaction data and MOAT's current price of $96.05, Summit Financial, LLC's estimated gain on his MOAT holdings is $1.02 Mil, reflecting a 4.28% gain to date.
Summit Financial, LLC MOAT ($96.05) Holding Chart
Summit Financial, LLC MOAT ($96.05) 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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