Fingerlakes Wealth Management, Inc. Vanguard World Fd Esg U.S. Sto Transaction History
Fingerlakes Wealth Management, Inc.
- $120 Million
- Q3 2024
A detailed history of Fingerlakes Wealth Management, Inc. transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Fingerlakes Wealth Management, Inc. holds 23,037 shares of ESGV stock, worth $2.44 Million. This represents 1.96% of its overall portfolio holdings.
Number of Shares
23,037
Previous 22,496
2.4%
Holding current value
$2.44 Million
Previous $2.17 Million
7.73%
% of portfolio
1.96%
Previous 1.96%
Shares
12 transactions
Others Institutions Holding ESGV
# of Institutions
545Shares Held
27.3MCall Options Held
700Put Options Held
0-
Vanguard Group Inc Valley Forge, PA2.75MShares$292 Million0.01% of portfolio
-
Visa Foundation1.72MShares$182 Million74.08% of portfolio
-
Creative Planning Overland Park, KS1.23MShares$130 Million0.12% of portfolio
-
Wealthfront Advisers LLC1.18MShares$125 Million0.37% of portfolio
-
Morgan Stanley New York, NY822KShares$87.1 Million0.01% of portfolio