Kiely Wealth Advisory Group, Inc. Morningstar, Inc. Transaction History
Kiely Wealth Advisory Group, Inc.
- $158 Billion
- Q3 2024
A detailed history of Kiely Wealth Advisory Group, Inc. transactions in Morningstar, Inc. stock. As of the latest transaction made, Kiely Wealth Advisory Group, Inc. holds 20 shares of MORN stock, worth $6,840. This represents 0.0% of its overall portfolio holdings.
Number of Shares
20
Previous 20
-0.0%
Holding current value
$6,840
Previous $6.1 Million
15.18%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding MORN
# of Institutions
429Shares Held
25.7MCall Options Held
16.7KPut Options Held
4.7K-
Vanguard Group Inc Valley Forge, PA2.75MShares$941 Million0.02% of portfolio
-
Black Rock Inc. New York, NY2.54MShares$868 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.08MShares$710 Million0.05% of portfolio
-
Select Equity Group, L.P. New York, NY1.76MShares$602 Million2.25% of portfolio
-
Bank Of America Corp Charlotte, NC1.56MShares$532 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 $14.5B
- 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...