True Wealth Design, LLC Morningstar, Inc. Put Options Transaction History
True Wealth Design, LLC
- $327 Billion
- Q3 2025
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding MORN
# of Institutions
494Shares Held
26.1MCall Options Held
10.9KPut Options Held
3.1K-
Vanguard Group Inc Valley Forge, PA2.63MShares$562 Million0.01% of portfolio
-
Black Rock Inc. New York, NY2.54MShares$541 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.07MShares$442 Million0.04% of portfolio
-
Bamco Inc New York, NY1.3MShares$276 Million1.15% of portfolio
-
Select Equity Group, L.P. New York, NY1.11MShares$237 Million1.72% of portfolio
About Morningstar, Inc.
- Ticker MORN
- Exchange NASDAQ
- Sector Financial Services
- Industry Financial Data & Stock Exchanges
- Shares Outstandng 42,446,200
- Market Cap $9.05B
- 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...