Morningstar shares owned by Naviter Wealth
Historical chart of Naviter Wealth investment in Morningstar
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Quarterly reported holdings in Morningstar by Naviter Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $357k | 1.5k | 232.01 |
| 2025-06-30 | $484k | 1.5k | 313.93 |
| 2025-03-31 | $456k | 1.5k | 296.11 |
| 2024-12-31 | $519k | 1.5k | 336.76 |