Unique Wealth Strategies, LLC MOAT Holdings History
Unique Wealth Strategies, LLC's VanEck Morningstar Wide Moat ETF Holding Summary
As of 2024-06-30, Unique Wealth Strategies, LLC held 84,601.00 shares of VanEck Morningstar Wide Moat ETF(MOAT), totaling $7.61 Mil. This investment constitutes 3.56% of their stock portfolio, and Unique Wealth Strategies, LLC now holds -% of the outstanding VanEck Morningstar Wide Moat ETF(MOAT) stock.
The initial trade took place in 2024Q1. And since then Unique Wealth Strategies, LLC has made 1 purchases of MOAT, at an average price of $85.80, for a total of 84,601.00 shares. Based on historical transaction data and MOAT's current price of $96.10, Unique Wealth Strategies, LLC's estimated gain on his MOAT holdings is $871,390.30, reflecting a 12.00% gain to date.
Unique Wealth Strategies, LLC MOAT ($96.10) Holding Chart
Unique Wealth Strategies, LLC MOAT ($96.10) 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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