Wealthquest Corp Morningstar, Inc. Transaction History
Wealthquest Corp
- $911 Million
- Q1 2025
A detailed history of Wealthquest Corp transactions in Morningstar, Inc. stock. As of the latest transaction made, Wealthquest Corp holds 9,365 shares of MORN stock, worth $2.56 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
9,365Holding current value
$2.56 Million% of portfolio
0.31%Shares
1 transactions
Others Institutions Holding MORN
# of Institutions
474Shares Held
25.3MCall Options Held
14KPut Options Held
2.9K-
Vanguard Group Inc Valley Forge, PA2.8MShares$765 Million0.02% of portfolio
-
Black Rock Inc. New York, NY2.54MShares$692 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.06MShares$561 Million0.05% of portfolio
-
Select Equity Group, L.P. New York, NY1.37MShares$375 Million2.1% of portfolio
-
Bamco Inc New York, NY1.31MShares$356 Million1.17% of portfolio
About Morningstar, Inc.
- Ticker MORN
- Exchange NASDAQ
- Sector Financial Services
- Industry Financial Data & Stock Exchanges
- Shares Outstandng 42,446,200
- Market Cap $11.6B
- 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...