Beacon Pointe Advisors, LLC Vanguard World Fd Esg U.S. Sto Transaction History
Beacon Pointe Advisors, LLC
- $8.35 Billion
- Q2 2024
A detailed history of Beacon Pointe Advisors, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 51,497 shares of ESGV stock, worth $5.21 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
51,497
Previous 47,259
8.97%
Holding current value
$5.21 Million
Previous $4.4 Million
12.97%
% of portfolio
0.06%
Previous 0.05%
Shares
18 transactions
Others Institutions Holding ESGV
# of Institutions
515Shares Held
30MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA6.73MShares$682 Million0.01% of portfolio
-
Visa Foundation1.72MShares$174 Million70.92% of portfolio
-
Creative Planning Overland Park, KS1.18MShares$119 Million0.12% of portfolio
-
Wealthfront Advisers LLC1.08MShares$110 Million0.35% of portfolio
-
Morgan Stanley New York, NY833KShares$84.3 Million0.01% of portfolio