Joel Adams & Associates, Inc. Vanguard World Fd Esg U.S. Sto Transaction History
Joel Adams & Associates, Inc.
- $110 Billion
- Q4 2024
A detailed history of Joel Adams & Associates, Inc. transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Joel Adams & Associates, Inc. holds 3,904 shares of ESGV stock, worth $420,031. This represents 0.37% of its overall portfolio holdings.
Number of Shares
3,904Holding current value
$420,031% of portfolio
0.37%Shares
1 transactions
Others Institutions Holding ESGV
# of Institutions
588Shares Held
27.2MCall Options Held
700Put Options Held
0-
Vanguard Group Inc Valley Forge, PA2.75MShares$296 Million0.01% of portfolio
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Visa Foundation1.72MShares$185 Million74.08% of portfolio
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Creative Planning Overland Park, KS1.23MShares$132 Million0.12% of portfolio
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Morgan Stanley New York, NY822KShares$88.4 Million0.01% of portfolio
-
Leo Wealth, LLC Hurst, TX694KShares$74.6 Million6.52% of portfolio