First Purpose Wealth LLC Morningstar, Inc. Transaction History
First Purpose Wealth LLC
- $275 Million
- Q1 2024
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 $324,086. This represents 0.11% of its overall portfolio holdings.
Number of Shares
953
Previous 728
30.91%
Holding current value
$324,086
Previous $208,000
40.87%
% of portfolio
0.11%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding MORN
# of Institutions
428Shares Held
25.8MCall Options Held
16.7KPut Options Held
4.7K-
Vanguard Group Inc Valley Forge, PA2.75MShares$936 Million0.02% of portfolio
-
Black Rock Inc. New York, NY2.54MShares$863 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.08MShares$706 Million0.05% of portfolio
-
Select Equity Group, L.P. New York, NY1.76MShares$598 Million2.25% of portfolio
-
Bank Of America Corp Charlotte, NC1.56MShares$529 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 $14.4B
- 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...