Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 12, 2022

SELL
N/A
-2,121 Closed
0 $0
Q1 2022

May 10, 2022

BUY
N/A
480 Added 29.25%
2,121 $347,000
Q4 2021

Feb 01, 2022

SELL
N/A
-23,304 Reduced 93.42%
1,641 $250,000
Q3 2021

Nov 12, 2021

BUY
N/A
24,945 New
24,945 $3.12 Million
Track This Portfolio

Track Morningstar Investment Services LLC Portfolio

Follow Morningstar Investment Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Morningstar Investment Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Morningstar Investment Services LLC with notifications on news.