Steward Partners Investment Advisory, LLC Vanguard World Fd Esg U.S. Sto Transaction History
Steward Partners Investment Advisory, LLC
- $11 Billion
- Q4 2024
A detailed history of Steward Partners Investment Advisory, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 4,431 shares of ESGV stock, worth $432,066. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,431
Previous 7,227
38.69%
Holding current value
$432,066
Previous $734,000
36.78%
% of portfolio
0.0%
Previous 0.01%
Shares
19 transactions
Others Institutions Holding ESGV
# of Institutions
623Shares Held
30MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA3.07MShares$299 Million0.01% of portfolio
-
Visa Foundation1.63MShares$159 Million78.34% of portfolio
-
Wealthfront Advisers LLC1.44MShares$141 Million0.45% of portfolio
-
Creative Planning Overland Park, KS1.24MShares$121 Million0.13% of portfolio
-
Morgan Stanley New York, NY848KShares$82.7 Million0.01% of portfolio