Gladstone Institutional Advisory LLC Vanguard World Fd Esg U.S. Sto Transaction History
Gladstone Institutional Advisory LLC
- $2.1 Billion
- Q4 2024
A detailed history of Gladstone Institutional Advisory LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Gladstone Institutional Advisory LLC holds 2,847 shares of ESGV stock, worth $283,902. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,847
Previous 2,215
28.53%
Holding current value
$283,902
Previous $225,000
32.44%
% of portfolio
0.01%
Previous 0.01%
Shares
13 transactions
Others Institutions Holding ESGV
# of Institutions
620Shares Held
28.6MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA3.07MShares$306 Million0.01% of portfolio
-
Visa Foundation1.63MShares$162 Million78.34% of portfolio
-
Creative Planning Overland Park, KS1.24MShares$124 Million0.13% of portfolio
-
Morgan Stanley New York, NY848KShares$84.6 Million0.01% of portfolio
-
Leo Wealth, LLC Hurst, TX694KShares$69.2 Million6.52% of portfolio