Silver Oak Wealth Advisors Services, LLC Vanguard World Fd Esg U.S. Sto Transaction History
Silver Oak Wealth Advisors Services, LLC
- $116 Billion
- Q4 2024
A detailed history of Silver Oak Wealth Advisors Services, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Silver Oak Wealth Advisors Services, LLC holds 176,371 shares of ESGV stock, worth $17.5 Million. This represents 16.0% of its overall portfolio holdings.
Number of Shares
176,371Holding current value
$17.5 Million% of portfolio
16.0%Shares
1 transactions
Others Institutions Holding ESGV
# of Institutions
620Shares Held
28.6MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA3.07MShares$305 Million0.01% of portfolio
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Visa Foundation1.63MShares$162 Million78.34% of portfolio
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Creative Planning Overland Park, KS1.24MShares$124 Million0.13% of portfolio
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Morgan Stanley New York, NY848KShares$84.3 Million0.01% of portfolio
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Leo Wealth, LLC Hurst, TX694KShares$68.9 Million6.52% of portfolio