Pinnacle Private Wealth, LLC Vanguard World Fd Esg U.S. Sto Transaction History
Pinnacle Private Wealth, LLC
- $256 Million
- Q2 2022
A detailed history of Pinnacle Private Wealth, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Pinnacle Private Wealth, LLC holds 4,039 shares of ESGV stock, worth $480,035. This represents 0.1% of its overall portfolio holdings.
Number of Shares
4,039
Previous 3,190
26.61%
Holding current value
$480,035
Previous $259,000
3.47%
% of portfolio
0.1%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding ESGV
# of Institutions
706Shares Held
31.3MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA3.48MShares$414 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.68MShares$200 Million0.01% of portfolio
-
Wealthfront Advisers LLC1.5MShares$178 Million0.43% of portfolio
-
Creative Planning Overland Park, KS1.23MShares$146 Million0.11% of portfolio
-
Visa Foundation1.17MShares$139 Million100.0% of portfolio