Morling Financial Advisors, LLC Vanguard World Fd Esg U.S. Sto Transaction History
Morling Financial Advisors, LLC
- $270 Million
- Q4 2024
A detailed history of Morling Financial Advisors, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Morling Financial Advisors, LLC holds 1,524 shares of ESGV stock, worth $155,234. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,524
Previous 1,524
-0.0%
Holding current value
$155,234
Previous $154,000
3.25%
% of portfolio
0.06%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding ESGV
# of Institutions
618Shares Held
28.4MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA3.07MShares$312 Million0.01% of portfolio
-
Visa Foundation1.63MShares$166 Million78.34% of portfolio
-
Creative Planning Overland Park, KS1.24MShares$127 Million0.13% of portfolio
-
Morgan Stanley New York, NY848KShares$86.4 Million0.01% of portfolio
-
Leo Wealth, LLC Hurst, TX694KShares$70.6 Million6.52% of portfolio