Clearstead Advisors, LLC Vanguard World Fd Esg U.S. Sto Transaction History
Clearstead Advisors, LLC
- $6.44 Billion
- Q4 2024
A detailed history of Clearstead Advisors, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Clearstead Advisors, LLC holds 353 shares of ESGV stock, worth $38,448. This represents 0.0% of its overall portfolio holdings.
Number of Shares
353
Previous 352
0.28%
Holding current value
$38,448
Previous $35,000
5.71%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding ESGV
# of Institutions
617Shares Held
30.2MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA3.07MShares$334 Million0.01% of portfolio
-
Brooklyn Fi, LLC New York, NY1.73MShares$188 Million0.99% of portfolio
-
Visa Foundation1.63MShares$177 Million78.34% of portfolio
-
Creative Planning Overland Park, KS1.24MShares$135 Million0.13% of portfolio
-
Morgan Stanley New York, NY848KShares$92.4 Million0.01% of portfolio