Ever Source Wealth Advisors, LLC Morningstar, Inc. Transaction History
Ever Source Wealth Advisors, LLC
- $1.65 Billion
- Q4 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 20 shares of MORN stock, worth $5,932. This represents 0.0% of its overall portfolio holdings.
Number of Shares
20
Previous 19
5.26%
Holding current value
$5,932
Previous $6,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
6 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$832 Million0.02% of portfolio
-
Black Rock Inc. New York, NY2.54MShares$752 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.06MShares$610 Million0.05% of portfolio
-
Select Equity Group, L.P. New York, NY1.37MShares$408 Million2.1% of portfolio
-
Bamco Inc New York, NY1.31MShares$387 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 $12.6B
- 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...