Cedar Wealth Management, LLC Vanguard World Fd Esg U.S. Sto Transaction History
Cedar Wealth Management, LLC
- $322 Million
- Q3 2024
A detailed history of Cedar Wealth Management, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Cedar Wealth Management, LLC holds 207,042 shares of ESGV stock, worth $22.3 Million. This represents 6.54% of its overall portfolio holdings.
Number of Shares
207,042
Previous 207,037
-0.0%
Holding current value
$22.3 Million
Previous $20 Million
5.21%
% of portfolio
6.54%
Previous 6.51%
Shares
15 transactions
Others Institutions Holding ESGV
# of Institutions
545Shares Held
27.3MCall Options Held
700Put Options Held
0-
Vanguard Group Inc Valley Forge, PA2.75MShares$297 Million0.01% of portfolio
-
Visa Foundation1.72MShares$186 Million74.08% of portfolio
-
Creative Planning Overland Park, KS1.23MShares$133 Million0.12% of portfolio
-
Wealthfront Advisers LLC1.18MShares$127 Million0.37% of portfolio
-
Morgan Stanley New York, NY822KShares$88.6 Million0.01% of portfolio