Ever Source Wealth Advisors, LLC Morningstar, Inc. Transaction History
Ever Source Wealth Advisors, LLC
- $1.66 Billion
- Q1 2025
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 22 shares of MORN stock, worth $6,746. This represents 0.0% of its overall portfolio holdings.
Number of Shares
22
Previous 20
10.0%
Holding current value
$6,746
Previous $6,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding MORN
# of Institutions
495Shares Held
25.7MCall Options Held
12.4KPut Options Held
3.7K-
Vanguard Group Inc Valley Forge, PA2.66MShares$816 Million0.01% of portfolio
-
Black Rock Inc. New York, NY2.54MShares$778 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.1MShares$644 Million0.05% of portfolio
-
Bamco Inc New York, NY1.3MShares$399 Million1.18% of portfolio
-
Select Equity Group, L.P. New York, NY1.17MShares$360 Million1.76% of portfolio
About Morningstar, Inc.
- Ticker MORN
- Exchange NASDAQ
- Sector Financial Services
- Industry Financial Data & Stock Exchanges
- Shares Outstandng 42,446,200
- Market Cap $13B
- 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...