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Morningstar shares owned by Kiely Wealth Advisory Group

Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Kiely Wealth Advisory Group from 13F filings

Historical chart of Kiely Wealth Advisory Group investment in Morningstar

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All positions including Morningstar held by Kiely Wealth Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morningstar by Kiely Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.5k 20 277.40