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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

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

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Quarterly reported holdings in Morningstar by Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $203k 636 319.12