Joel Adams & Associates, Inc. Vanguard World Fd Esg U.S. Sto Transaction History
Joel Adams & Associates, Inc.
- $110 Billion
- Q4 2024
A detailed history of Joel Adams & Associates, Inc. transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Joel Adams & Associates, Inc. holds 3,904 shares of ESGV stock, worth $378,414. This represents 0.37% of its overall portfolio holdings.
Number of Shares
3,904Holding current value
$378,414% of portfolio
0.37%Shares
1 transactions
Others Institutions Holding ESGV
# of Institutions
619Shares Held
28.6MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA3.07MShares$297 Million0.01% of portfolio
-
Visa Foundation1.63MShares$158 Million78.34% of portfolio
-
Creative Planning Overland Park, KS1.24MShares$121 Million0.13% of portfolio
-
Morgan Stanley New York, NY848KShares$82.2 Million0.01% of portfolio
-
Leo Wealth, LLC Hurst, TX694KShares$67.2 Million6.52% of portfolio