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Institute for Wealth Management’s Morningstar MORN Stock Holding History

Institute for Wealth Management’s Portfolio MORN Stock Details MORN Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$368K Hold
1,171
– – 0.04% 381
2025
Q1 		$351K Buy
+1,171
New +$351K 0.05% 379