Morningstar Investment Services LLC Options Holdings

Morningstar Investment Services LLC

  • $9.8 Billion
  • Q3 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 405
  • Current Value $9.8 Billion
  • Prior Value $9.2 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 47 stocks
  • Additional Purchases 237 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 120 stocks
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