Cascade Investment Advisors, Inc. Vanguard World Fd Esg U.S. Sto Transaction History
Cascade Investment Advisors, Inc.
- $153 Million
- Q4 2024
A detailed history of Cascade Investment Advisors, Inc. transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Cascade Investment Advisors, Inc. holds 6,142 shares of ESGV stock, worth $595,344. This represents 0.42% of its overall portfolio holdings.
Number of Shares
6,142
Previous 6,950
11.63%
Holding current value
$595,344
Previous $706,000
8.78%
% of portfolio
0.42%
Previous 0.45%
Shares
5 transactions
Others Institutions Holding ESGV
# of Institutions
619Shares Held
28.6MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA3.07MShares$297 Million0.01% of portfolio
-
Visa Foundation1.63MShares$158 Million78.34% of portfolio
-
Creative Planning Overland Park, KS1.24MShares$121 Million0.13% of portfolio
-
Morgan Stanley New York, NY848KShares$82.2 Million0.01% of portfolio
-
Leo Wealth, LLC Hurst, TX694KShares$67.2 Million6.52% of portfolio