Morling Financial Advisors, LLC Expensify, Inc. Transaction History
Morling Financial Advisors, LLC
- $270 Million
- Q4 2024
A detailed history of Morling Financial Advisors, LLC transactions in Expensify, Inc. stock. As of the latest transaction made, Morling Financial Advisors, LLC holds 149,024 shares of EXFY stock, worth $485,818. This represents 0.18% of its overall portfolio holdings.
Number of Shares
149,024
Previous 149,024
-0.0%
Holding current value
$485,818
Previous $292,000
70.89%
% of portfolio
0.18%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding EXFY
# of Institutions
94Shares Held
28.7MCall Options Held
133KPut Options Held
7.1K-
Vanguard Group Inc Valley Forge, PA3.5MShares$11.4 Million0.0% of portfolio
-
D. E. Shaw & Co., Inc. New York, NY2.42MShares$7.89 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.22MShares$7.23 Million0.0% of portfolio
-
Marshall Wace, LLP London, X01.44MShares$4.69 Million0.01% of portfolio
-
Black Rock Inc. New York, NY1.11MShares$3.62 Million0.0% of portfolio
About Expensify, Inc.
- Ticker EXFY
- Exchange NASDAQ
- Sector Technology
- Industry Software—Application
- Shares Outstandng 68,252,496
- Market Cap $223M
- Description
- Expensify, Inc. provides a cloud-based expense management software platform to individuals, small businesses, and corporations in the United States and internationally. The company's platform enables users to manage corporate cards, pay bills, generate invoices, collect payments, and book travel. It also offers track and submit plans for individ...