Root Financial Partners, LLC Vanguard World Fd Esg U.S. Sto Transaction History
Root Financial Partners, LLC
- $807 Billion
- Q4 2024
A detailed history of Root Financial Partners, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Root Financial Partners, LLC holds 2,591 shares of ESGV stock, worth $256,716. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,591Holding current value
$256,716% of portfolio
0.03%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$304 Million0.01% of portfolio
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Visa Foundation1.63MShares$161 Million78.34% of portfolio
-
Creative Planning Overland Park, KS1.24MShares$123 Million0.13% of portfolio
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Morgan Stanley New York, NY848KShares$84 Million0.01% of portfolio
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Leo Wealth, LLC Hurst, TX694KShares$68.7 Million6.52% of portfolio