Morningstar
MORN
MORN
203.96
USD
-0.41
0.2%
At close
Updated
Oct 14, 4:00 PM EDT
Pre-market
After hours
205.00
+1.04
0.51%
1 day
-0.2%
5 days
2.34%
1 month
1.15%
3 months
19.64%
6 months
18.44%
Year to date
-3.07%
1 year
-9.38%
5 years
-25.12%
10 years
168.93%
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 |
FFO
526
Fortitude Family Office
Scottsdale,
Arizona
| – | -$2.32K | -10 | Closed |
|
| 527 |
TIM
527
Tortoise Investment Management
White Plains,
New York
| – | -$1.16K | -5 | Closed |
|
| 528 |
W
528
WealthCollab
Bellevue,
Washington
| – | -$1.16K | -5 | Closed |
|
| 529 |
CH
529
Cromwell Holdings
Jackson,
Wyoming
| – | -$929 | -4 | Closed |
|
| 530 |
Q1WB
530
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
| – | -$928 | -4 | Closed |
|
| 531 |
BFS
531
Bare Financial Services
Gap,
Pennsylvania
| – | -$696 | -3 | Closed |
|
| 532 |
AA
532
Addison Advisors
Middlebury,
Vermont
| – | -$465 | -2 | Closed |
|