Elmwood Wealth Management, Inc. Vanguard World Fd Esg U.S. Sto Transaction History
Elmwood Wealth Management, Inc.
- $219 Million
- Q1 2024
Shares
2 transactions
Others Institutions Holding ESGV
# of Institutions
501Shares Held
29.2MCall 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$93.2 Million0.31% of portfolio
-
Morgan Stanley New York, NY854KShares$83.2 Million0.01% of portfolio