Baystate Wealth Management LLC Vanguard World Fd Esg U.S. Sto Transaction History
Baystate Wealth Management LLC
- $1.36 Billion
- Q4 2023
Shares
1 transactions
Others Institutions Holding ESGV
# of Institutions
546Shares Held
27.3MCall Options Held
700Put Options Held
0-
Vanguard Group Inc Valley Forge, PA2.75MShares$294 Million0.01% of portfolio
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Visa Foundation1.72MShares$184 Million74.08% of portfolio
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Creative Planning Overland Park, KS1.23MShares$131 Million0.12% of portfolio
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Wealthfront Advisers LLC1.18MShares$126 Million0.37% of portfolio
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Morgan Stanley New York, NY822KShares$87.7 Million0.01% of portfolio