Tradition Wealth Management, LLC Vanguard World Fd Esg U.S. Sto Transaction History
Tradition Wealth Management, LLC
- $1.06 Billion
- Q4 2024
A detailed history of Tradition Wealth Management, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Tradition Wealth Management, LLC holds 19,754 shares of ESGV stock, worth $1.93 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
19,754
Previous 15,213
29.85%
Holding current value
$1.93 Million
Previous $1.55 Million
33.96%
% of portfolio
0.2%
Previous 0.15%
Shares
15 transactions
Others Institutions Holding ESGV
# of Institutions
621Shares Held
28.6MCall 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
-
Creative Planning Overland Park, KS1.24MShares$121 Million0.13% of portfolio
-
Morgan Stanley New York, NY848KShares$82.7 Million0.01% of portfolio
-
Leo Wealth, LLC Hurst, TX694KShares$67.6 Million6.52% of portfolio