Lakeridge Wealth Management LLC Vanguard World Fd Esg U.S. Sto Transaction History
Lakeridge Wealth Management LLC
- $217 Billion
- Q2 2025
Shares
1 transactions
Others Institutions Holding ESGV
# of Institutions
674Shares Held
30.9MCall Options Held
0Put Options Held
2.8K-
Vanguard Group Inc Valley Forge, PA3.31MShares$388 Million0.01% of portfolio
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Morgan Stanley New York, NY1.67MShares$196 Million0.01% of portfolio
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Wealthfront Advisers LLC1.52MShares$178 Million0.44% of portfolio
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Creative Planning Overland Park, KS1.28MShares$150 Million0.12% of portfolio
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Visa Foundation1.17MShares$137 Million100.0% of portfolio