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Morningstar
MORN
MORN
217.65
USD
-1.16
0.53%
At close
Updated
Aug 28, 4:00 PM EDT
Pre-market
After hours
217.65
0.00
0%
1 day
-0.53%
5 days
0.55%
1 month
12.12%
3 months
20.84%
6 months
19.38%
Year to date
3.44%
1 year
-16.69%
5 years
-18.38%
10 years
161.25%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 326 |
BWA
326
BDO Wealth Advisors
Jacksonville,
Florida
| – | -$5.89K | -29 | Closed |
|
| 327 |
SC
327
Schubert & Co
Mckinney,
Texas
| – | -$2.44K | -12 | Closed |
|
| 328 |
MPWT
328
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$2.23K | -11 | Closed |
|
| 329 |
AAS
329
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$1.65K | -8 | Closed |
|
| 330 |
EI
330
Ellevest Inc
New York
| – | -$1.42K | -7 | Closed |
|
| 331 |
PFBT
331
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| – | -$407 | -2 | Closed |
|
| 332 |
BAM
332
Belpointe Asset Management
Reno,
Nevada
| – | -$203 | -1 | Closed |
|