Cary Street Partners Investment Advisory LLC Vanguard World Fd Esg U.S. Sto Transaction History
Cary Street Partners Investment Advisory LLC
- $2.63 Billion
- Q3 2024
A detailed history of Cary Street Partners Investment Advisory LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Cary Street Partners Investment Advisory LLC holds 103,431 shares of ESGV stock, worth $11.3 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
103,431
Previous 103,431
-0.0%
Holding current value
$11.3 Million
Previous $9.99 Million
5.2%
% of portfolio
0.4%
Previous 0.41%
Shares
2 transactions
Others Institutions Holding ESGV
# of Institutions
565Shares Held
27.2MCall Options Held
700Put Options Held
0-
Vanguard Group Inc Valley Forge, PA2.75MShares$300 Million0.01% of portfolio
-
Visa Foundation1.72MShares$187 Million74.08% of portfolio
-
Creative Planning Overland Park, KS1.23MShares$134 Million0.12% of portfolio
-
Wealthfront Advisers LLC1.18MShares$129 Million0.37% of portfolio
-
Morgan Stanley New York, NY822KShares$89.4 Million0.01% of portfolio