Precision Wealth Strategies, LLC Morningstar, Inc. Transaction History
Precision Wealth Strategies, LLC
- $76.7 Million
- Q2 2024
A detailed history of Precision Wealth Strategies, LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Precision Wealth Strategies, LLC holds 2,436 shares of MORN stock, worth $743,467. This represents 0.94% of its overall portfolio holdings.
Number of Shares
2,436
Previous 2,123
14.74%
Holding current value
$743,467
Previous $654,000
10.09%
% of portfolio
0.94%
Previous 0.84%
Shares
14 transactions
Others Institutions Holding MORN
# of Institutions
411Shares Held
26.1MCall Options Held
8.6KPut Options Held
12.2K-
Vanguard Group Inc Valley Forge, PA2.74MShares$836 Million0.02% of portfolio
-
Black Rock Inc. New York, NY2.54MShares$774 Million0.02% of portfolio
-
Select Equity Group, L.P. New York, NY2.43MShares$743 Million2.96% of portfolio
-
Morgan Stanley New York, NY2.02MShares$617 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.53MShares$466 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 $13B
- 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...