Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
---|---|---|---|---|---|---|
MORN | Morningstar, Inc. | Director | $2.45M | -$86.1K | -3.39% | Jun 24, 2024 |
KO | COCA COLA CO | Director | $1.87M | Apr 1, 2024 |
Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
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