Cm Wealth Advisors LLC Vanguard World Fd Esg U.S. Sto Transaction History
Cm Wealth Advisors LLC
- $353 Million
- Q1 2024
A detailed history of Cm Wealth Advisors LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Cm Wealth Advisors LLC holds 7,910 shares of ESGV stock, worth $771,066. This represents 0.21% of its overall portfolio holdings.
Number of Shares
7,910
Previous 7,910
-0.0%
Holding current value
$771,066
Previous $672,000
9.67%
% of portfolio
0.21%
Previous 0.29%
Shares
6 transactions
Others Institutions Holding ESGV
# of Institutions
500Shares Held
29.1MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA6.04MShares$588 Million0.01% of portfolio
-
Visa Foundation1.77MShares$173 Million100.0% of portfolio
-
Creative Planning Overland Park, KS1.16MShares$113 Million0.12% of portfolio
-
Wealthfront Advisers LLC956KShares$93.1 Million0.31% of portfolio
-
Morgan Stanley New York, NY854KShares$83.2 Million0.01% of portfolio