Wealth Enhancement Advisory Services, LLC Morningstar, Inc. Transaction History
Wealth Enhancement Advisory Services, LLC
- $49.5 Billion
- Q4 2024
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 1,643 shares of MORN stock, worth $492,686. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,643
Previous 1,452
13.15%
Holding current value
$492,686
Previous $488,000
13.32%
% of portfolio
0.0%
Previous 0.0%
Shares
9 transactions
Others Institutions Holding MORN
# of Institutions
471Shares Held
25.1MCall Options Held
14KPut Options Held
2.9K-
Vanguard Group Inc Valley Forge, PA2.8MShares$841 Million0.02% of portfolio
-
Black Rock Inc. New York, NY2.54MShares$761 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.06MShares$617 Million0.05% of portfolio
-
Select Equity Group, L.P. New York, NY1.37MShares$412 Million2.1% of portfolio
-
Bamco Inc New York, NY1.31MShares$391 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 $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...