Accretive Wealth Partners, LLC Morningstar, Inc. Transaction History
Accretive Wealth Partners, LLC
- $232 Million
- Q3 2024
A detailed history of Accretive Wealth Partners, LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 3,425 shares of MORN stock, worth $1.2 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
3,425
Previous 3,407
0.53%
Holding current value
$1.2 Million
Previous $1.01 Million
8.44%
% of portfolio
0.47%
Previous 0.43%
Shares
13 transactions
Others Institutions Holding MORN
# of Institutions
430Shares Held
25.8MCall Options Held
16.7KPut Options Held
4.7K-
Vanguard Group Inc Valley Forge, PA2.75MShares$962 Million0.02% of portfolio
-
Black Rock Inc. New York, NY2.54MShares$887 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.08MShares$726 Million0.05% of portfolio
-
Select Equity Group, L.P. New York, NY1.76MShares$615 Million2.25% of portfolio
-
Bank Of America Corp Charlotte, NC1.56MShares$544 Million0.04% of portfolio
About Morningstar, Inc.
- Ticker MORN
- Exchange NASDAQ
- Sector Financial Services
- Industry Financial Data & Stock Exchanges
- Shares Outstandng 42,446,200
- Market Cap $14.8B
- 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...