FTWA
Fifth Third Wealth Advisors’s Morningstar MORN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Buy |
776
+2
| +0.3% | +$628 | 0.01% | 620 |
|
|
2025
Q1 | $232K | Buy |
774
+2
| +0.3% | +$600 | 0.01% | 611 |
|
|
2024
Q4 | $260K | Sell |
772
-9
| -1% | -$3.03K | 0.01% | 566 |
|
|
2024
Q3 | $249K | Buy |
781
+6
| +0.8% | +$1.92K | 0.02% | 549 |
|
|
2024
Q2 | $229K | Buy |
+775
| New | +$229K | 0.02% | 533 |
|