Morningstar shares owned by FirstPurpose Wealth
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by FirstPurpose Wealth
from 13F filings
Historical chart of FirstPurpose Wealth investment in Morningstar
Tip: Access up to 7 years of quarterly data
All positions including Morningstar held by FirstPurpose Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Morningstar by FirstPurpose Wealth
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $298k | 953 | 312.89 |
2023-12-31 | $208k | 728 | 286.24 |