Morling Financial Advisors, LLC Vanguard Transaction History
Morling Financial Advisors, LLC
- $258 Million
- Q3 2024
A detailed history of Morling Financial Advisors, LLC transactions in Vanguard stock. As of the latest transaction made, Morling Financial Advisors, LLC holds 302,202 shares of VGSH stock, worth $17.6 Million. This represents 6.92% of its overall portfolio holdings.
Number of Shares
302,202
Previous 256,048
18.03%
Holding current value
$17.6 Million
Previous $14.8 Million
20.12%
% of portfolio
6.92%
Previous 6.52%
Shares
3 transactions
Others Institutions Holding VGSH
# of Institutions
913Shares Held
231MCall Options Held
21.5KPut Options Held
32.6K-
Morgan Stanley New York, NY20.6MShares$1.2 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$830 Million0.07% of portfolio
-
Orgel Wealth Management, LLC7.17MShares$417 Million10.99% of portfolio
-
Goldman Sachs Group Inc New York, NY6.72MShares$391 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.59MShares$383 Million0.03% of portfolio