Wealth Enhancement Advisory Services, LLC Morningstar, Inc. Transaction History
Wealth Enhancement Advisory Services, LLC
- $49 Billion
- Q1 2025
A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 1,802 shares of MORN stock, worth $555,772. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,802
Previous 1,643
9.68%
Holding current value
$555,772
Previous $553,000
2.35%
% of portfolio
0.0%
Previous 0.0%
Shares
10 transactions
Others Institutions Holding MORN
# of Institutions
496Shares Held
25.7MCall Options Held
12.4KPut Options Held
3.7K-
Vanguard Group Inc Valley Forge, PA2.66MShares$821 Million0.01% of portfolio
-
Black Rock Inc. New York, NY2.54MShares$782 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.1MShares$648 Million0.05% of portfolio
-
Bamco Inc New York, NY1.3MShares$401 Million1.18% of portfolio
-
Select Equity Group, L.P. New York, NY1.17MShares$362 Million1.76% of portfolio
About Morningstar, Inc.
- Ticker MORN
- Exchange NASDAQ
- Sector Financial Services
- Industry Financial Data & Stock Exchanges
- Shares Outstandng 42,446,200
- Market Cap $13.1B
- 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...