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MJT & Associates Financial Advisory Group, Inc. → MORN
MJT & Associates Financial Advisory Group, Inc. MORN Position History
Morningstar, Inc. • Financial Services
Quarters held
2
Latest value
$3K
Q3 2026
Peak value
$5K
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $5K |
| Q3 2026 | $3K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3K | 18 | — | — |
| Q2 2026 | $5K | 34 | — | — |
Other funds holding MORN
$545.9M
$449.3M
$388.4M
$364.8M
$279.4M
$245.5M
$244.3M
$231.7M
Other MJT & Associates Financial Advisory Group, Inc. positions
ETHA
$33.5MISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
ETHA
$32.2MISHARES CORE S&P TOTAL U.S. COM MARKET ETF
ETHA
$28.8MISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
ETHA
$27.6MISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
ETHA
$27.6MISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
ETHA
$26.1MISHARES S&P 500 GROWTH ETF
SCHW-PJ
$25.9MSCHWAB US DIVIDEND EQUITY ETF
ETHA
$24.4MISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF