Clearstead Advisors, LLC Vanguard World Fd Esg U.S. Sto Transaction History
Clearstead Advisors, LLC
- $6.31 Billion
- Q3 2024
A detailed history of Clearstead Advisors, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Clearstead Advisors, LLC holds 352 shares of ESGV stock, worth $37,949. This represents 0.0% of its overall portfolio holdings.
Number of Shares
352
Previous 351
0.28%
Holding current value
$37,949
Previous $33,000
6.06%
% of portfolio
0.0%
Previous 0.0%
Shares
3 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