Morningstar shares owned by Wallace Advisory Group
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Wallace Advisory Group
from 13F filings
Historical chart of Wallace Advisory Group investment in Morningstar
Tip: Access up to 7 years of quarterly data
All positions including Morningstar held by Wallace Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Morningstar by Wallace Advisory Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $342k | 1.2k | 286.24 |
2023-12-31 | $261k | 1.1k | 234.21 |
2023-09-30 | $236k | 1.2k | 196.07 |
More positions owned by Wallace Advisory Group
Cigna Corp (CI)
View all positions for Wallace Advisory Group