WealthPlan Investment Management, LLC's ownership history for MOAT

WealthPlan Investment Management, LLC currently holds 55.5K shares with a market value of $5.4M. It started holding MOAT on 2024-09-30. At its peak, it held 101.0K shares on 2025-09-30. Its highest holding value was $10.0M on 2025-12-31. At its lowest, it held 55.5K shares on 2026-03-31, with a value of $5.4M on 2026-03-31. In the recent 180 days, WealthPlan Investment Management, LLC has decreased its shares by 45.5K. In the recent year, WealthPlan Investment Management, LLC has decreased its shares by 9.1K.