Lakeridge Wealth Management LLC Vanguard World Fd Esg U.S. Sto Transaction History
Lakeridge Wealth Management LLC
- $194 Billion
- Q4 2024
A detailed history of Lakeridge Wealth Management LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 2,062 shares of ESGV stock, worth $203,148. This represents 0.11% of its overall portfolio holdings.
Number of Shares
2,062
Previous 2,062
-0.0%
Holding current value
$203,148
Previous $210 Million
3.19%
% of portfolio
0.11%
Previous 0.12%
Shares
1 transactions
Others Institutions Holding ESGV
# of Institutions
618Shares Held
28.4MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA3.07MShares$302 Million0.01% of portfolio
-
Visa Foundation1.63MShares$160 Million78.34% of portfolio
-
Creative Planning Overland Park, KS1.24MShares$123 Million0.13% of portfolio
-
Morgan Stanley New York, NY848KShares$83.5 Million0.01% of portfolio
-
Leo Wealth, LLC Hurst, TX694KShares$68.3 Million6.52% of portfolio