Lake Street Advisors Group, LLC Vanguard World Fd Esg U.S. Sto Transaction History
Lake Street Advisors Group, LLC
- $2.05 Billion
- Q2 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 126,668 shares of ESGV stock, worth $12.7 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
126,668
Previous 121,409
4.33%
Holding current value
$12.7 Million
Previous $11.3 Million
8.17%
% of portfolio
0.6%
Previous 0.54%
Shares
19 transactions
Others Institutions Holding ESGV
# of Institutions
516Shares Held
30.1MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA6.73MShares$676 Million0.01% of portfolio
-
Visa Foundation1.72MShares$173 Million70.92% of portfolio
-
Creative Planning Overland Park, KS1.18MShares$118 Million0.12% of portfolio
-
Wealthfront Advisers LLC1.08MShares$109 Million0.35% of portfolio
-
Morgan Stanley New York, NY833KShares$83.6 Million0.01% of portfolio