Leonard Rickey Investment Advisors P.L.L.C. Vanguard World Fd Esg U.S. Sto Transaction History
Leonard Rickey Investment Advisors P.L.L.C.
- $494 Million
- Q2 2025
A detailed history of Leonard Rickey Investment Advisors P.L.L.C. transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Leonard Rickey Investment Advisors P.L.L.C. holds 15,673 shares of ESGV stock, worth $1.74 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
15,673
Previous 17,347
9.65%
Holding current value
$1.74 Million
Previous $1.69 Million
1.6%
% of portfolio
0.35%
Previous 0.36%
Shares
24 transactions
Others Institutions Holding ESGV
# of Institutions
662Shares Held
31MCall Options Held
0Put Options Held
2.8K-
Vanguard Group Inc Valley Forge, PA3.22MShares$358 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.67MShares$186 Million0.01% of portfolio
-
Wealthfront Advisers LLC1.52MShares$169 Million0.44% of portfolio
-
Visa Foundation1.36MShares$151 Million100.0% of portfolio
-
Creative Planning Overland Park, KS1.25MShares$139 Million0.12% of portfolio