Morningstar shares owned by Alliance Wealth Advisors
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Alliance Wealth Advisors
from 13F filings
Historical chart of Alliance Wealth Advisors investment in Morningstar
Tip: Access up to 7 years of quarterly data
All positions including Morningstar held by Alliance Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Morningstar by Alliance Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.5M | 4.7k | 319.12 |
| 2024-06-30 | $1.4M | 4.6k | 295.85 |
| 2024-03-31 | $1.4M | 4.5k | 308.37 |
| 2023-12-31 | $727k | 2.5k | 286.24 |
| 2023-09-30 | $583k | 2.5k | 234.24 |
| 2023-06-30 | $486k | 2.5k | 196.07 |
| 2023-03-31 | $361k | 1.8k | 203.03 |
| 2022-12-31 | $374k | 1.7k | 216.59 |