Morningstar Investment Services LLC FORTREA HLDGS INC Transaction History

Morningstar Investment Services LLC

  • $9.8 Billion
  • Q3 2024
Number of Shares
170,874
Previous 169,201 0.99%
Holding current value
$3.39 Million
Previous $3.87 Million 12.43%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Nov 07, 2024
BUY
N/A
1,673 Added 0.99%
170,874 $3.39 Million
Q2 2024

Aug 13, 2024
SELL
N/A
-1,210 Reduced 0.71%
169,201 $3.87 Million
Q1 2024

May 15, 2024
SELL
N/A
-169,234 Reduced 49.83%
170,411 $6.83 Million
Q4 2023

Feb 13, 2024
BUY
N/A
295,722 Added 673.27%
339,645 $12 Million
Q3 2023

Nov 14, 2023
BUY
N/A
43,923 New
43,923 $1.26 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.

Choose your preferred platform and Sign Up 👇 Telegram Email