Fingerlakes Wealth Management, Inc. Vanguard World Fd Esg U.S. Sto Transaction History
Fingerlakes Wealth Management, Inc.
- $103 Million
- Q1 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 22,309 shares of ESGV stock, worth $2.18 Million. This represents 2.02% of its overall portfolio holdings.
Number of Shares
22,309
Previous 21,346
4.51%
Holding current value
$2.18 Million
Previous $1.82 Million
14.49%
% of portfolio
2.02%
Previous 1.96%
Shares
10 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