WealthPLAN Partners LLC Has $15.55 Million Stock Holdings in VanEck Morningstar Wide Moat ETF (BATS:MOAT)

WealthPLAN Partners LLC reduced its position in shares of VanEck Morningstar Wide Moat ETF (BATS:MOAT) by 3.9% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 173,013 shares of the company’s stock after selling 7,076 shares during the period. VanEck Morningstar Wide Moat ETF comprises about 1.6% of WealthPLAN Partners LLC’s investment portfolio, making the stock its 9th largest holding. WealthPLAN Partners LLC’s holdings in VanEck Morningstar Wide Moat ETF were worth $15,554,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently modified their holdings of the company. Raymond James Financial Services Advisors Inc. boosted its position in shares of VanEck Morningstar Wide Moat ETF by 12.5% during the first quarter. Raymond James Financial Services Advisors Inc. now owns 3,247,417 shares of the company’s stock worth $291,943,000 after buying an additional 359,915 shares during the period. Mesirow Financial Investment Management Inc. acquired a new position in shares of VanEck Morningstar Wide Moat ETF during the first quarter worth about $225,517,000. Commonwealth Equity Services LLC boosted its position in shares of VanEck Morningstar Wide Moat ETF by 5.1% during the first quarter. Commonwealth Equity Services LLC now owns 2,459,308 shares of the company’s stock worth $221,092,000 after buying an additional 119,262 shares during the period. Wells Fargo & Company MN boosted its position in shares of VanEck Morningstar Wide Moat ETF by 14.3% during the fourth quarter. Wells Fargo & Company MN now owns 2,438,183 shares of the company’s stock worth $206,929,000 after buying an additional 305,404 shares during the period. Finally, Raymond James & Associates boosted its position in shares of VanEck Morningstar Wide Moat ETF by 4.3% during the first quarter. Raymond James & Associates now owns 2,367,879 shares of the company’s stock worth $212,872,000 after buying an additional 96,603 shares during the period.

VanEck Morningstar Wide Moat ETF Stock Up 0.9 %

BATS MOAT traded up $0.83 during trading hours on Friday, hitting $88.21. 1,075,436 shares of the company traded hands. The stock has a fifty day simple moving average of $87.16 and a 200-day simple moving average of $86.34. The stock has a market cap of $14.92 billion, a PE ratio of 28.30 and a beta of 1.01.

VanEck Morningstar Wide Moat ETF Company Profile

The VanEck Morningstar Wide Moat ETF (MOAT) is an exchange-traded fund that is based on the Morningstar Wide Moat Focus 20 index. The fund tracks a staggered, equal-weighted index of 40 US companies that Morningstar determines to have the highest fair value among firms with a sustainable competitive advantage.