Clearstead Advisors, LLC Vanguard World Fd Esg U.S. Sto Transaction History
Clearstead Advisors, LLC
- $6.44 Billion
- Q4 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 353 shares of ESGV stock, worth $38,184. This represents 0.0% of its overall portfolio holdings.
Number of Shares
353
Previous 352
0.28%
Holding current value
$38,184
Previous $35,000
5.71%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding ESGV
# of Institutions
602Shares Held
30MCall Options Held
700Put Options Held
0-
Vanguard Group Inc Valley Forge, PA3.07MShares$332 Million0.01% of portfolio
-
Brooklyn Fi, LLC New York, NY1.73MShares$187 Million0.99% of portfolio
-
Visa Foundation1.63MShares$176 Million78.34% of portfolio
-
Creative Planning Overland Park, KS1.23MShares$133 Million0.12% of portfolio
-
Morgan Stanley New York, NY822KShares$88.9 Million0.01% of portfolio