A detailed history of Wipfli Financial Advisors Llc, transactions in Morningstar, Inc. stock. As of the latest transaction made, Wipfli Financial Advisors Llc, holds 115 shares of MORN stock, worth $39,188. This represents 0.0% of its overall portfolio holdings.

Number of Shares
115
Holding current value
$39,188
% of portfolio
0.0%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Oct 26, 2022

BUY
$209.97 - $260.0 $24,146 - $29,900
115 New
115 $24,000

Others Institutions Holding MORN

About Morningstar, Inc.


  • Ticker MORN
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Financial Data & Stock Exchanges
  • Shares Outstandng 42,446,200
  • Market Cap $14.5B
  • 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...
More about MORN
Track This Portfolio

Track Wipfli Financial Advisors Llc, Portfolio

Follow Wipfli Financial Advisors Llc, and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wipfli Financial Advisors Llc,, based on Form 13F filings with the SEC.

News

Stay updated on Wipfli Financial Advisors Llc, with notifications on news.