Lakeridge Wealth Management LLC Vanguard World Fd Esg U.S. Sto Transaction History
Lakeridge Wealth Management LLC
- $182 Billion
- Q3 2024
A detailed history of Lakeridge Wealth Management LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 2,062 shares of ESGV stock, worth $218,860. This represents 0.12% of its overall portfolio holdings.
Number of Shares
2,062Holding current value
$218,860% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding ESGV
# of Institutions
544Shares Held
27.2MCall Options Held
700Put Options Held
0-
Vanguard Group Inc Valley Forge, PA2.75MShares$292 Million0.01% of portfolio
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Visa Foundation1.72MShares$183 Million74.08% of portfolio
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Creative Planning Overland Park, KS1.23MShares$131 Million0.12% of portfolio
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Wealthfront Advisers LLC1.18MShares$125 Million0.37% of portfolio
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Morgan Stanley New York, NY822KShares$87.2 Million0.01% of portfolio