Cm Wealth Advisors LLC Vanguard World Fd Esg U.S. Sto Transaction History
Cm Wealth Advisors LLC
- $210 Million
- Q2 2024
A detailed history of Cm Wealth Advisors LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Cm Wealth Advisors LLC holds 7,910 shares of ESGV stock, worth $768,061. This represents 0.36% of its overall portfolio holdings.
Number of Shares
7,910
Previous 7,910
-0.0%
Holding current value
$768,061
Previous $737,000
3.66%
% of portfolio
0.36%
Previous 0.21%
Shares
6 transactions
Others Institutions Holding ESGV
# of Institutions
514Shares Held
30MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA6.73MShares$654 Million0.01% of portfolio
-
Visa Foundation1.72MShares$167 Million70.92% of portfolio
-
Creative Planning Overland Park, KS1.18MShares$114 Million0.12% of portfolio
-
Wealthfront Advisers LLC1.08MShares$105 Million0.35% of portfolio
-
Morgan Stanley New York, NY833KShares$80.8 Million0.01% of portfolio