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Morningstar shares owned by Activest Wealth Management

Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Activest Wealth Management from 13F filings

Historical chart of Activest Wealth Management investment in Morningstar

Tip: Access up to 7 years of quarterly data

All positions including Morningstar held by Activest Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morningstar by Activest Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $0 0 0.00
2023-12-31 $195k 681 286.12
2023-09-30 $159k 680 234.24

More positions owned by Activest Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Apple (AAPL)
Wisdomtree Tr Floatng Rat Trea (USFR)
Amazon (AMZN)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Msci Acwi Etf (ACWI)
Meta Platforms Cl A (META)
Select Sector Spdr Tr Financial (XLF)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Activest Wealth Management

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