Morling Financial Advisors, LLC Vanguard Mid Cap ETF Transaction History
Morling Financial Advisors, LLC
- $270 Million
- Q4 2024
A detailed history of Morling Financial Advisors, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Morling Financial Advisors, LLC holds 661 shares of VO stock, worth $182,640. This represents 0.06% of its overall portfolio holdings.
Number of Shares
661
Previous 651
1.54%
Holding current value
$182,640
Previous $171,000
1.75%
% of portfolio
0.06%
Previous 0.07%
Shares
5 transactions
Others Institutions Holding VO
# of Institutions
2,205Shares Held
185MCall Options Held
52.1KPut Options Held
9.6K-
Wells Fargo & Company San Francisco, CA22.3MShares$6.16 Billion1.35% of portfolio
-
Jones Financial Companies Lllp17.4MShares$4.82 Billion4.4% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.44 Billion0.36% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.26 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$2.04 Billion0.14% of portfolio