Kiely Wealth Advisory Group, Inc. Morningstar, Inc. Transaction History
Kiely Wealth Advisory Group, Inc.
- $155 Billion
- Q4 2024
A detailed history of Kiely Wealth Advisory Group, Inc. transactions in Morningstar, Inc. stock. As of the latest transaction made, Kiely Wealth Advisory Group, Inc. holds 20 shares of MORN stock, worth $6,541. This represents 0.0% of its overall portfolio holdings.
Number of Shares
20
Previous 20
-0.0%
Holding current value
$6,541
Previous $7.03 Million
7.57%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding MORN
# of Institutions
472Shares Held
26.2MCall Options Held
14KPut Options Held
2.9K-
Vanguard Group Inc Valley Forge, PA2.8MShares$917 Million0.02% of portfolio
-
Black Rock Inc. New York, NY2.54MShares$830 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.06MShares$673 Million0.05% of portfolio
-
Select Equity Group, L.P. New York, NY1.37MShares$450 Million2.1% of portfolio
-
Bamco Inc New York, NY1.31MShares$427 Million1.17% of portfolio
About Morningstar, Inc.
- Ticker MORN
- Exchange NASDAQ
- Sector Financial Services
- Industry Financial Data & Stock Exchanges
- Shares Outstandng 42,446,200
- Market Cap $13.9B
- Description
- Morningstar, Inc. provides independent investment research services in North America, Europe, Australia, and Asia. The company offers web-based tools; investment data, fundamental equity and manager research, private capital markets research, credit and fund rating, and index, as well as environmental, social, and governance (ESG) rating service...