Cedar Wealth Management, LLC Vanguard World Fd Esg U.S. Sto Transaction History
Cedar Wealth Management, LLC
- $276 Million
- Q4 2024
A detailed history of Cedar Wealth Management, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Cedar Wealth Management, LLC holds 206,205 shares of ESGV stock, worth $20.1 Million. This represents 7.82% of its overall portfolio holdings.
Number of Shares
206,205
Previous 207,042
0.4%
Holding current value
$20.1 Million
Previous $21 Million
2.77%
% of portfolio
7.82%
Previous 6.54%
Shares
16 transactions
Others Institutions Holding ESGV
# of Institutions
621Shares Held
28.6MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA3.07MShares$299 Million0.01% of portfolio
-
Visa Foundation1.63MShares$159 Million78.34% of portfolio
-
Creative Planning Overland Park, KS1.24MShares$121 Million0.13% of portfolio
-
Morgan Stanley New York, NY848KShares$82.7 Million0.01% of portfolio
-
Leo Wealth, LLC Hurst, TX694KShares$67.6 Million6.52% of portfolio