Morningstar shares owned by Legacy Advisors
Historical chart of Legacy Advisors investment in Morningstar
Tip: Access up to 7 years of quarterly data
All positions including Morningstar held by Legacy Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Morningstar by Legacy Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $918k | 3.0k | 308.37 |
| 2023-12-31 | $788k | 2.8k | 286.24 |
| 2023-09-30 | $747k | 3.2k | 234.24 |
| 2023-06-30 | $594k | 3.0k | 196.07 |
| 2023-03-31 | $586k | 2.9k | 203.03 |
| 2022-12-31 | $576k | 2.7k | 216.59 |
| 2022-09-30 | $388k | 1.8k | 212.37 |
| 2022-06-30 | $334k | 1.4k | 242.03 |
| 2022-03-31 | $224k | 820 | 273.17 |