Morling Financial Advisors, LLC Vanguard Transaction History
Morling Financial Advisors, LLC
- $270 Million
- Q4 2024
A detailed history of Morling Financial Advisors, LLC transactions in Vanguard stock. As of the latest transaction made, Morling Financial Advisors, LLC holds 316,543 shares of VGSH stock, worth $18.5 Million. This represents 6.82% of its overall portfolio holdings.
Number of Shares
316,543
Previous 302,202
4.75%
Holding current value
$18.5 Million
Previous $17.8 Million
3.26%
% of portfolio
6.82%
Previous 6.92%
Shares
4 transactions
Others Institutions Holding VGSH
# of Institutions
982Shares Held
263MCall Options Held
5.1KPut Options Held
1.3K-
Jpmorgan Chase & CO New York, NY37.6MShares$2.2 Billion0.18% of portfolio
-
Morgan Stanley New York, NY21.9MShares$1.28 Billion0.09% of portfolio
-
Orgel Wealth Management, LLC7.41MShares$433 Million11.67% of portfolio
-
Bank Of America Corp Charlotte, NC7.13MShares$417 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL5.84MShares$341 Million0.05% of portfolio