Morningstar shares owned by Diversify Wealth Management
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Diversify Wealth Management
from 13F filings
Historical chart of Diversify Wealth Management investment in Morningstar
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Quarterly reported holdings in Morningstar by Diversify Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $767k | 2.2k | 341.84 |
2024-06-30 | $633k | 2.1k | 301.17 |
More positions owned by Diversify Wealth Management
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