Atlantic Private Wealth, LLC Vanguard World Fd Esg U.S. Sto Transaction History
Atlantic Private Wealth, LLC
- $122 Million
- Q2 2024
A detailed history of Atlantic Private Wealth, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Atlantic Private Wealth, LLC holds 50,664 shares of ESGV stock, worth $4.92 Million. This represents 4.01% of its overall portfolio holdings.
Number of Shares
50,664
Previous 52,407
3.33%
Holding current value
$4.92 Million
Previous $4.88 Million
0.25%
% of portfolio
4.01%
Previous 4.09%
Shares
9 transactions
Others Institutions Holding ESGV
# of Institutions
514Shares Held
30MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA6.73MShares$654 Million0.01% of portfolio
-
Visa Foundation1.72MShares$167 Million70.92% of portfolio
-
Creative Planning Overland Park, KS1.18MShares$114 Million0.12% of portfolio
-
Wealthfront Advisers LLC1.08MShares$105 Million0.35% of portfolio
-
Morgan Stanley New York, NY833KShares$80.8 Million0.01% of portfolio