A detailed history of Fonville Wealth Management LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Fonville Wealth Management LLC holds 676 shares of MORN stock, worth $232,821. This represents 0.07% of its overall portfolio holdings.

Number of Shares
676
Holding current value
$232,821
% of portfolio
0.07%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

BUY
$295.85 - $326.31 $199,994 - $220,585
676 New
676 $216 Million

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 $14.6B
  • 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...
More about MORN
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