Rfg Bristol Wealth Advisors, LLC Morningstar, Inc. Transaction History
Rfg Bristol Wealth Advisors, LLC
- $305 Billion
- Q4 2024
A detailed history of Rfg Bristol Wealth Advisors, LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Rfg Bristol Wealth Advisors, LLC holds 1,201 shares of MORN stock, worth $394,792. This represents 0.13% of its overall portfolio holdings.
Number of Shares
1,201Holding current value
$394,792% of portfolio
0.13%Shares
1 transactions
Others Institutions Holding MORN
# of Institutions
472Shares Held
26.2MCall Options Held
14KPut Options Held
2.9K-
Vanguard Group Inc Valley Forge, PA2.8MShares$922 Million0.02% of portfolio
-
Black Rock Inc. New York, NY2.54MShares$834 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.06MShares$676 Million0.05% of portfolio
-
Select Equity Group, L.P. New York, NY1.37MShares$452 Million2.1% of portfolio
-
Bamco Inc New York, NY1.31MShares$429 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 $14B
- 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...