Lionsbridge Wealth Management LLC increased its VanEck Morningstar Wide Moat ETF (MOAT) holdings by 9.1% in Q4.
Lionsbridge Wealth Management LLC increased its holdings in VanEck Morningstar Wide Moat ETF (MOAT) by 9.1% in Q4, now owning 58,308 shares and making up 4% of the company's portfolio. This ETF tracks the Morningstar Wide Moat Focus 20 index, consisting of 40 US firms with sustainable competitive advantages. Other notable investors include Samalin Investment Counsel LLC and Scotia Capital Inc., who also increased their stakes in Q3 and Q4 respectively.
March 23, 2024
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