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Morningstar shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / investment in Morningstar

Tip: Access up to 7 years of quarterly data

All positions including Morningstar held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morningstar by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.9M 9.2k 319.14
2024-03-31 $2.4M 7.9k 308.37

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Select Sector Spdr Tr Sbi Healthcare (XLV)
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Spdr Ser Tr Portfolio S&p600 (SPSM)
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Meta Platforms Cl A (META)
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View all positions for Congress Wealth Management LLC / DE /

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