Pine Harbor Wealth Management, LLC Vanguard World Fd Esg U.S. Sto Transaction History
Pine Harbor Wealth Management, LLC
- $248 Billion
- Q4 2024
A detailed history of Pine Harbor Wealth Management, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Pine Harbor Wealth Management, LLC holds 12,532 shares of ESGV stock, worth $1.25 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
12,532
Previous 13,363
6.22%
Holding current value
$1.25 Million
Previous $1.36 Billion
3.23%
% of portfolio
0.53%
Previous 0.68%
Shares
2 transactions
Others Institutions Holding ESGV
# of Institutions
620Shares Held
28.6MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA3.07MShares$306 Million0.01% of portfolio
-
Visa Foundation1.63MShares$162 Million78.34% of portfolio
-
Creative Planning Overland Park, KS1.24MShares$124 Million0.13% of portfolio
-
Morgan Stanley New York, NY848KShares$84.6 Million0.01% of portfolio
-
Leo Wealth, LLC Hurst, TX694KShares$69.2 Million6.52% of portfolio