Morningstar Investment Services LLC

Morningstar Investment Services LLC es una compañía de responsabilidad limitada de DE con 31 empleados que ha sido aprobada por la SEC desde el 9 de julio de 2001. Con 15 clientes, Morningstar Investment Services LLC se dedica a proporcionar excelentes servicios de inversión de acuerdo con los estándares regulatorios.

• DANIEL NEEDHAM

  PRESIDENT posee menos de 5%

• LORI ANN LOFTUS

  CHIEF COMPLIANCE OFFICER, SECRETARY posee menos de 5%

• MATTHEW JOSEPH RADGOWSKI

  EXECUTIVE VICE PRESIDENT AND TREASURER posee menos de 5%

• MORNINGSTAR INVESTMENT MANAGEMENT LLC

  SOLE MEMBER posee 75% o más

• PETER JOHN DUGERY

  VICE PRESIDENT posee menos de 5%

• JOSEPH DANIEL MANSUETO

  SHAREHOLDER posee más del 50% pero menos del 75%

• MORNINGSTAR, INC.

  SOLE MEMBER posee 75% o más

• Newport Investment Management LLC
• Zacks Investment Management Inc
• Ativo Capital Management LLC
• PPM Loan Management Company LLC
• Wellspring Capital Advisors LLC
• Monroe Capital Management Advisors LLC
• Aaron Wealth Advisors LLC
• Guggenheim Funds Distributors LLC
• OFS CLO Management LLC
• CIVC Partners LP

• Investing for the Future: Analyzing the Changes in Holdings of a Major Fund

• ENBRIDGE INC $144,851k
• Berkshire Hathaway, Inc. $119,618k
• Booking Holdings, Inc. $113,328k
• Facebook Inc $105,835k
• ISHARES $99,203k
• ALPHABET INC $97,082k
• Alphabet Inc $92,647k
• IQVIA HOLDINGS INC $89,631k
• ISHARES TR JPMORGAN USD EMG $86,972k
• ABC $84,004k