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Morningstar shares owned by Evoke Wealth

Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Evoke Wealth from 13F filings

Historical chart of Evoke Wealth investment in Morningstar

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All positions including Morningstar held by Evoke Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morningstar by Evoke Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.7M 13k 286.24

More positions owned by Evoke Wealth

Ishares Tr Core S&p500 Etf (IVV)
World Gold Tr Spdr Gld Minis (GLDM)
Tidal Etf Tr Rpar Risk Pari (RPAR)
Flexshares Tr Mornstar Upstr (GUNR)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr Tips Bd Etf (TIP)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Msci Acwi Etf (ACWI)
Ishares Tr Core Us Aggbd Et (AGG)
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)

View all positions for Evoke Wealth

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