Spire Wealth Management Morningstar, Inc. Transaction History

Spire Wealth Management

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 09, 2023	BUY	$172.03 - $209.11 $26,148 - $31,784	152 Added 58.02%	414 $81,000
Q4 2022 Feb 03, 2023	SELL	$209.09 - $249.98 $6,272 - $7,499	-30 Reduced 10.27%	262 $57,000
Q1 2022 Apr 18, 2022	SELL	$255.56 - $336.03 $4,088 - $5,376	-16 Reduced 5.19%	292 $80,000
Q4 2021 Jan 14, 2022	SELL	$255.01 - $346.61 $3,825 - $5,199	-15 Reduced 4.64%	308 $105,000
Q1 2021 May 21, 2021	BUY	$216.45 - $252.61 $69,913 - $81,593	323 New	323 $73,000

429

25.8M

16.7K

4.7K

Ticker MORN
Exchange NASDAQ
Sector Financial Services
Industry Financial Data & Stock Exchanges
Shares Outstandng 42,446,200
Market Cap $15.1B
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...

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