Rise Advisors, LLC Vanguard World Fd Esg U.S. Sto Transaction History
Rise Advisors, LLC
- $206 Million
- Q4 2024
A detailed history of Rise Advisors, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Rise Advisors, LLC holds 246 shares of ESGV stock, worth $26,467. This represents 0.01% of its overall portfolio holdings.
Number of Shares
246
Previous 245
0.41%
Holding current value
$26,467
Previous $24,000
4.17%
% of portfolio
0.01%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding ESGV
# of Institutions
588Shares Held
27.2MCall Options Held
700Put Options Held
0-
Vanguard Group Inc Valley Forge, PA2.75MShares$296 Million0.01% of portfolio
-
Visa Foundation1.72MShares$185 Million74.08% of portfolio
-
Creative Planning Overland Park, KS1.23MShares$132 Million0.12% of portfolio
-
Morgan Stanley New York, NY822KShares$88.4 Million0.01% of portfolio
-
Leo Wealth, LLC Hurst, TX694KShares$74.6 Million6.52% of portfolio