Accretive Wealth Partners, LLC Morningstar, Inc. Transaction History
Accretive Wealth Partners, LLC
- $227 Million
- Q4 2024
A detailed history of Accretive Wealth Partners, LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 3,411 shares of MORN stock, worth $1.11 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
3,411
Previous 3,425
0.41%
Holding current value
$1.11 Million
Previous $1.09 Million
5.13%
% of portfolio
0.51%
Previous 0.47%
Shares
14 transactions
Others Institutions Holding MORN
# of Institutions
469Shares Held
26.8MCall Options Held
13.6KPut Options Held
2.7K-
Vanguard Group Inc Valley Forge, PA2.8MShares$911 Million0.02% of portfolio
-
Black Rock Inc. New York, NY2.54MShares$824 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.06MShares$669 Million0.05% of portfolio
-
Select Equity Group, L.P. New York, NY1.37MShares$447 Million2.1% of portfolio
-
Bamco Inc New York, NY1.31MShares$424 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 $13.8B
- 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...