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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 |
|
|---|---|---|---|---|---|---|
| 526 |
GFPC
526
Global Financial Private Client
Sarasota,
Florida
| – | -$1.2K | -4 | Closed |
|
| 527 |
RJA
527
Ross\Johnson & Associates
Plymouth,
Minnesota
| – | -$600 | -2 | Closed |
|
| 528 |
AW
528
Avion Wealth
The Woodlands,
Texas
| – | +$592 | +2 | New |
|