Ibex Wealth Advisors Vanguard World Fd Esg U.S. Sto Transaction History
Ibex Wealth Advisors
- $813 Million
- Q4 2024
A detailed history of Ibex Wealth Advisors transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Ibex Wealth Advisors holds 3,293 shares of ESGV stock, worth $326,270. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,293Holding current value
$326,270% of portfolio
0.04%Shares
4 transactions
Others Institutions Holding ESGV
# of Institutions
619Shares Held
28.6MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA3.07MShares$304 Million0.01% of portfolio
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Visa Foundation1.63MShares$161 Million78.34% of portfolio
-
Creative Planning Overland Park, KS1.24MShares$123 Million0.13% of portfolio
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Morgan Stanley New York, NY848KShares$84 Million0.01% of portfolio
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Leo Wealth, LLC Hurst, TX694KShares$68.7 Million6.52% of portfolio