Lakeridge Wealth Management LLC Vanguard World Fd Esg U.S. Sto Transaction History
Lakeridge Wealth Management LLC
- $200 Billion
- Q1 2025
Shares
1 transactions
Others Institutions Holding ESGV
# of Institutions
633Shares Held
30.7MCall Options Held
0Put Options Held
3.17K-
Vanguard Group Inc Valley Forge, PA3.22MShares$353 Million0.01% of portfolio
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Morgan Stanley New York, NY1.67MShares$184 Million0.01% of portfolio
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Wealthfront Advisers LLC1.5MShares$165 Million0.42% of portfolio
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Visa Foundation1.36MShares$149 Million100.0% of portfolio
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Creative Planning Overland Park, KS1.25MShares$138 Million0.12% of portfolio