Wealth Enhancement Advisory Services, LLC Morningstar, Inc. Transaction History
Wealth Enhancement Advisory Services, LLC
- $55.6 Billion
- Q2 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 3,425 shares of MORN stock, worth $1.03 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,425
Previous 1,802
90.07%
Holding current value
$1.03 Million
Previous $540,000
99.07%
% of portfolio
0.0%
Previous 0.0%
Shares
11 transactions
Others Institutions Holding MORN
# of Institutions
494Shares Held
25.7MCall Options Held
12.4KPut Options Held
3.7K-
Vanguard Group Inc Valley Forge, PA2.66MShares$798 Million0.01% of portfolio
-
Black Rock Inc. New York, NY2.54MShares$761 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.1MShares$630 Million0.05% of portfolio
-
Bamco Inc New York, NY1.3MShares$390 Million1.18% of portfolio
-
Select Equity Group, L.P. New York, NY1.17MShares$352 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 $12.7B
- 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...