Morling Financial Advisors, LLC Sells in Q3 2024

Morling Financial Advisors, LLC

  • $258 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
COIN
Coinbase Global, Inc.

Technology
-401
- 0.56%
$147.09 - $265.15 $59K - $106K
71.2K $12.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
-318
- 27.18%
$517.38 - $573.86 $165K - $182K
852 $488K
IEMG
Ishares Inc

ETFs
-710
- 0.98%
$53.64 - $53.64 $38.1K - $38.1K
71.8K $3.85M
DIS
Walt Disney CO

Communication Services
-20
- 0.87%
$85.6 - $98.61 $1.71K - $1.97K
2.29K $219K
FXI
Ishares Tr

ETFs
-259
- 70.38%
$24.78 - $32.17 $6.42K - $8.33K
109 $3K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-23
- 1.9%
$147.95 - $191.05 $3.4K - $4.39K
1.19K $206K
VOE
Vanguard Mid Cap Value Index F

ETFs
-2
- 66.67%
$149.02 - $167.67 $298 - $335
1 $0
DFSE
Dimensional ETF Tr Dimen Emrgn
-1.19K
- 8.09%
N/A
13.5K $0
DFSI
Dimensional ETF Tr Dimen Intl
-993
- 12.25%
N/A
7.11K $0
DFSU
Dimensional ETF Tr Dimen Us Su
-3.94K
- 13.03%
N/A
26.3K $0
JPM
Jpmorgan Chase & CO

Financial Services
-61
- 3.14%
$194.9 - $224.8 $11.9K - $13.7K
1.88K $396K
NFLX
Netflix Inc

Communication Services
-6
- 1.82%
$598.55 - $722.26 $3.59K - $4.33K
323 $229K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-2.03K
- 6.36%
$25.45 - $29.53 $51.5K - $59.8K
29.8K $870K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-458
- 2.49%
$59.93 - $66.52 $27.4K - $30.5K
17.9K $1.19M
TSLA
Tesla, Inc.

Consumer Cyclical
-96
- 8.28%
$191.76 - $263.26 $18.4K - $25.3K
1.06K $278K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-140
- 1.36%
$113.45 - $126.18 $15.9K - $17.7K
10.2K $1.28M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-12
- 0.07%
$36.02 - $41.68 $432 - $500
16.6K $683K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-187
- 0.87%
$63.28 - $70.06 $11.8K - $13.1K
21.4K $1.5M
VEA
Vanguard Ftse Developed Market

ETFs
-1.74K
- 2.79%
$47.6 - $53.31 $82.6K - $92.5K
60.5K $3.2M
AVUS
American Centy ETF Tr Avantis

ETFs
-151
- 0.28%
$86.27 - $95.15 $13K - $14.4K
54.1K $5.15M
META
Meta Platforms, Inc.

Communication Services
-145
- 2.57%
$453.41 - $572.44 $65.7K - $83K
5.5K $3.15M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-540
- 0.46%
$60.84 - $67.51 $32.9K - $36.5K
118K $7.93M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.18K
- 0.75%
$61.11 - $67.85 $72.2K - $80.1K
157K $10.7M
AAPL
Apple Inc.

Technology
-845
- 1.92%
$207.23 - $234.82 $175K - $198K
43.1K $10M
Activity Summary
Buys All Purchases 41 New Holdings 12 Increased Positions 29 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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