Lake Street Advisors Group, LLC Vanguard World Fd Esg U.S. Sto Transaction History
Lake Street Advisors Group, LLC
- $2.13 Billion
- Q3 2024
A detailed history of Lake Street Advisors Group, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Lake Street Advisors Group, LLC holds 131,345 shares of ESGV stock, worth $14 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
131,345
Previous 126,668
3.69%
Holding current value
$14 Million
Previous $12.2 Million
9.09%
% of portfolio
0.63%
Previous 0.6%
Shares
20 transactions
Others Institutions Holding ESGV
# of Institutions
553Shares Held
27.2MCall Options Held
700Put Options Held
0-
Vanguard Group Inc Valley Forge, PA2.75MShares$294 Million0.01% of portfolio
-
Visa Foundation1.72MShares$184 Million74.08% of portfolio
-
Creative Planning Overland Park, KS1.23MShares$131 Million0.12% of portfolio
-
Wealthfront Advisers LLC1.18MShares$126 Million0.37% of portfolio
-
Morgan Stanley New York, NY822KShares$87.7 Million0.01% of portfolio