Leo Wealth, LLC Vanguard World Fd Esg U.S. Sto Transaction History
Leo Wealth, LLC
- $1.09 Trillion
- Q3 2024
A detailed history of Leo Wealth, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Leo Wealth, LLC holds 682,919 shares of ESGV stock, worth $73.6 Million. This represents 6.34% of its overall portfolio holdings.
Number of Shares
682,919
Previous 675,878
1.04%
Holding current value
$73.6 Million
Previous $65.4 Billion
6.18%
% of portfolio
6.34%
Previous 6.67%
Shares
4 transactions
Others Institutions Holding ESGV
# of Institutions
545Shares Held
27.3MCall Options Held
700Put Options Held
0-
Vanguard Group Inc Valley Forge, PA2.75MShares$297 Million0.01% of portfolio
-
Visa Foundation1.72MShares$186 Million74.08% of portfolio
-
Creative Planning Overland Park, KS1.23MShares$133 Million0.12% of portfolio
-
Wealthfront Advisers LLC1.18MShares$127 Million0.37% of portfolio
-
Morgan Stanley New York, NY822KShares$88.6 Million0.01% of portfolio