Cornerstone Wealth Management, LLC Vanguard World Fd Esg U.S. Sto Transaction History
Cornerstone Wealth Management, LLC
- $1.44 Billion
- Q4 2024
A detailed history of Cornerstone Wealth Management, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 20,213 shares of ESGV stock, worth $2.13 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
20,213
Previous 21,373
5.43%
Holding current value
$2.13 Million
Previous $2.17 Million
2.39%
% of portfolio
0.15%
Previous 0.16%
Shares
12 transactions
Others Institutions Holding ESGV
# of Institutions
617Shares Held
30.1MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA3.07MShares$324 Million0.01% of portfolio
-
Visa Foundation1.63MShares$172 Million78.34% of portfolio
-
Creative Planning Overland Park, KS1.24MShares$131 Million0.13% of portfolio
-
Morgan Stanley New York, NY848KShares$89.5 Million0.01% of portfolio
-
Leo Wealth, LLC Hurst, TX694KShares$73.2 Million6.52% of portfolio