Morningstar shares owned by Cyndeo Wealth Partners
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Cyndeo Wealth Partners
from 13F filings
Historical chart of Cyndeo Wealth Partners investment in Morningstar
Tip: Access up to 7 years of quarterly data
All positions including Morningstar held by Cyndeo Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $203k | 636 | 319.12 |