Precision Wealth Strategies, LLC Morningstar, Inc. Transaction History
Precision Wealth Strategies, LLC
- $87.6 Million
- Q3 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 2,499 shares of MORN stock, worth $851,584. This represents 0.91% of its overall portfolio holdings.
Number of Shares
2,499
Previous 2,436
2.59%
Holding current value
$851,584
Previous $720,000
10.69%
% of portfolio
0.91%
Previous 0.94%
Shares
15 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$938 Million0.02% of portfolio
-
Black Rock Inc. New York, NY2.54MShares$864 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.08MShares$708 Million0.05% of portfolio
-
Select Equity Group, L.P. New York, NY1.76MShares$600 Million2.25% of portfolio
-
Bank Of America Corp Charlotte, NC1.56MShares$530 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...