Essential Planning, Llc. Vanguard World Fd Esg U.S. Sto Transaction History
Essential Planning, Llc.
- $15 Billion
- Q4 2024
A detailed history of Essential Planning, Llc. transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Essential Planning, Llc. holds 253,990 shares of ESGV stock, worth $24.6 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
253,990
Previous 4,039
6188.44%
Holding current value
$24.6 Million
Previous $410,000
6397.8%
% of portfolio
0.18%
Previous 0.17%
Shares
3 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