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Heritage Wealth Management (Arizona)’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio MOAT Stock Details MOAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$1K Buy
+7
New +$527 ﹤0.01% 859

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RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s MOAT Position: Q3 2021 in Review

Heritage Wealth Management (Arizona) opened a new position in VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2021: 7 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #859 among its holdings.

308 funds tracked by Wall St. Rank hold MOAT as of Q3 2021.

  • Heritage Wealth Management (Arizona) held 7 shares of VanEck Morningstar Wide Moat ETF worth $1K as of Q3 2021.
  • VanEck Morningstar Wide Moat ETF was a new Heritage Wealth Management (Arizona) position in Q3 2021.
  • VanEck Morningstar Wide Moat ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q3 2021, its #859 holding.
  • 308 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2021.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2021, filed 10 Nov 2021.