Legacy Capital Wealth Partners, LLC Vanguard World Fd Esg U.S. Sto Transaction History
Legacy Capital Wealth Partners, LLC
- $574 Million
- Q3 2024
A detailed history of Legacy Capital Wealth Partners, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 2,843 shares of ESGV stock, worth $302,921. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,843
Previous 2,238
27.03%
Holding current value
$302,921
Previous $216,000
33.33%
% of portfolio
0.05%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding ESGV
# of Institutions
545Shares Held
27.3MCall Options Held
700Put Options Held
0-
Vanguard Group Inc Valley Forge, PA2.75MShares$293 Million0.01% of portfolio
-
Visa Foundation1.72MShares$183 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$87.5 Million0.01% of portfolio