Carolinas Wealth Consulting LLC Morningstar, Inc. Transaction History
Carolinas Wealth Consulting LLC
- $542 Million
- Q2 2024
A detailed history of Carolinas Wealth Consulting LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 5 shares of MORN stock, worth $1,595. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5
Previous 4
25.0%
Holding current value
$1,595
Previous $1,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding MORN
# of Institutions
410Shares Held
26.1MCall Options Held
8.6KPut Options Held
12.2K-
Vanguard Group Inc Valley Forge, PA2.74MShares$874 Million0.02% of portfolio
-
Black Rock Inc. New York, NY2.54MShares$809 Million0.02% of portfolio
-
Select Equity Group, L.P. New York, NY2.43MShares$777 Million2.96% of portfolio
-
Morgan Stanley New York, NY2.02MShares$645 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.53MShares$487 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 $13.5B
- 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...