Leo Wealth, LLC Vanguard World Fd Esg U.S. Sto Transaction History
Leo Wealth, LLC
- $977 Billion
- Q1 2024
A detailed history of Leo Wealth, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Leo Wealth, LLC holds 732,257 shares of ESGV stock, worth $72.2 Million. This represents 6.97% of its overall portfolio holdings.
Number of Shares
732,257
Previous 688,579
6.34%
Holding current value
$72.2 Million
Previous $60.7 Billion
12.2%
% of portfolio
6.97%
Previous 6.29%
Shares
2 transactions
Others Institutions Holding ESGV
# of Institutions
502Shares Held
29.2MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA6.04MShares$595 Million0.01% of portfolio
-
Visa Foundation1.77MShares$175 Million100.0% of portfolio
-
Creative Planning Overland Park, KS1.16MShares$114 Million0.12% of portfolio
-
Wealthfront Advisers LLC956KShares$94.2 Million0.31% of portfolio
-
Morgan Stanley New York, NY854KShares$84.2 Million0.01% of portfolio