Diversify Wealth Management, LLC Morningstar, Inc. Transaction History
Diversify Wealth Management, LLC
- $1.35 Trillion
- Q1 2025
A detailed history of Diversify Wealth Management, LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 3,402 shares of MORN stock, worth $968,617. This represents 0.07% of its overall portfolio holdings.
Number of Shares
3,402
Previous 2,821
20.6%
Holding current value
$968,617
Previous $891 Million
7.78%
% of portfolio
0.07%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding MORN
# of Institutions
476Shares Held
25.1MCall Options Held
14KPut Options Held
2.9K-
Vanguard Group Inc Valley Forge, PA2.8MShares$798 Million0.02% of portfolio
-
Black Rock Inc. New York, NY2.54MShares$722 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.06MShares$586 Million0.05% of portfolio
-
Select Equity Group, L.P. New York, NY1.37MShares$391 Million2.1% of portfolio
-
Bamco Inc New York, NY1.31MShares$372 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 $12.1B
- 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...