Bell Investment Advisors, Inc Vanguard World Fd Esg U.S. Sto Transaction History
Bell Investment Advisors, Inc
- $533 Million
- Q4 2024
A detailed history of Bell Investment Advisors, Inc transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Bell Investment Advisors, Inc holds 20,641 shares of ESGV stock, worth $2 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
20,641
Previous 21,286
3.03%
Holding current value
$2 Million
Previous $2.16 Million
0.09%
% of portfolio
0.41%
Previous 0.4%
Shares
13 transactions
Others Institutions Holding ESGV
# of Institutions
619Shares Held
28.6MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA3.07MShares$297 Million0.01% of portfolio
-
Visa Foundation1.63MShares$158 Million78.34% of portfolio
-
Creative Planning Overland Park, KS1.24MShares$121 Million0.13% of portfolio
-
Morgan Stanley New York, NY848KShares$82.2 Million0.01% of portfolio
-
Leo Wealth, LLC Hurst, TX694KShares$67.2 Million6.52% of portfolio