Addison Advisors LLC Vanguard World Fd Esg U.S. Sto Transaction History
Addison Advisors LLC
- $336 Million
- Q4 2024
A detailed history of Addison Advisors LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Addison Advisors LLC holds 24,669 shares of ESGV stock, worth $2.41 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
24,669
Previous 17,869
38.05%
Holding current value
$2.41 Million
Previous $1.82 Million
42.46%
% of portfolio
0.77%
Previous 0.53%
Shares
15 transactions
Others Institutions Holding ESGV
# of Institutions
623Shares Held
30MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA3.07MShares$299 Million0.01% of portfolio
-
Visa Foundation1.63MShares$159 Million78.34% of portfolio
-
Wealthfront Advisers LLC1.44MShares$141 Million0.45% of portfolio
-
Creative Planning Overland Park, KS1.24MShares$121 Million0.13% of portfolio
-
Morgan Stanley New York, NY848KShares$82.7 Million0.01% of portfolio