Lakeridge Wealth Management LLC Vanguard World Fd Esg U.S. Sto Transaction History
Lakeridge Wealth Management LLC
- $194 Billion
- Q4 2024
A detailed history of Lakeridge Wealth Management LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 2,062 shares of ESGV stock, worth $204,302. This represents 0.11% of its overall portfolio holdings.
Number of Shares
2,062
Previous 2,062
-0.0%
Holding current value
$204,302
Previous $210 Million
3.19%
% of portfolio
0.11%
Previous 0.12%
Shares
1 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
-
Visa Foundation1.63MShares$161 Million78.34% of portfolio
-
Creative Planning Overland Park, KS1.24MShares$123 Million0.13% of portfolio
-
Morgan Stanley New York, NY848KShares$84 Million0.01% of portfolio
-
Leo Wealth, LLC Hurst, TX694KShares$68.7 Million6.52% of portfolio