A detailed history of First Purpose Wealth LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, First Purpose Wealth LLC holds 953 shares of MORN stock, worth $324,324. This represents 0.11% of its overall portfolio holdings.

Number of Shares
953
Previous 728 30.91%
Holding current value
$324,324
Previous $208,000 40.87%
% of portfolio
0.11%
Previous 0.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024

BUY
$272.04 - $310.74 $61,209 - $69,916
225 Added 30.91%
953 $293,000
Q4 2023

Apr 22, 2024

BUY
$220.07 - $288.88 $160,210 - $210,304
728 New
728 $208,000

Others Institutions Holding MORN

About Morningstar, Inc.


  • Ticker MORN
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Financial Data & Stock Exchanges
  • Shares Outstandng 42,446,200
  • Market Cap $14.4B
  • 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...
More about MORN
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