Ever Source Wealth Advisors, LLC Morningstar, Inc. Transaction History
Ever Source Wealth Advisors, LLC
- $1.48 Billion
- Q3 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 19 shares of MORN stock, worth $6,644. This represents 0.0% of its overall portfolio holdings.
Number of Shares
19
Previous 19
-0.0%
Holding current value
$6,644
Previous $5,000
20.0%
% of portfolio
0.0%
Previous 0.0%
Shares
5 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...