Bartlett & Co. Wealth Management LLC Vanguard World Fd Esg U.S. Sto Transaction History
Bartlett & Co. Wealth Management LLC
- $6.97 Trillion
- Q3 2024
A detailed history of Bartlett & Co. Wealth Management LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 22,930 shares of ESGV stock, worth $2.35 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
22,930
Previous 19,406
18.16%
Holding current value
$2.35 Million
Previous $1.88 Billion
24.31%
% of portfolio
0.03%
Previous 0.03%
Shares
12 transactions
Others Institutions Holding ESGV
# of Institutions
522Shares Held
30.4MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA6.73MShares$690 Million0.01% of portfolio
-
Visa Foundation1.72MShares$177 Million70.92% of portfolio
-
Creative Planning Overland Park, KS1.23MShares$126 Million0.12% of portfolio
-
Wealthfront Advisers LLC1.08MShares$111 Million0.35% of portfolio
-
Morgan Stanley New York, NY833KShares$85.4 Million0.01% of portfolio