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.
- $523 Million
- Q3 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 15,562 shares of ESGV stock, worth $1.85 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
15,562
Previous 15,673
0.71%
Holding current value
$1.85 Million
Previous $1.72 Million
7.28%
% of portfolio
0.35%
Previous 0.35%
Shares
25 transactions
Others Institutions Holding ESGV
# of Institutions
705Shares Held
31.3MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA3.48MShares$414 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.68MShares$200 Million0.01% of portfolio
-
Wealthfront Advisers LLC1.5MShares$178 Million0.43% of portfolio
-
Creative Planning Overland Park, KS1.23MShares$146 Million0.11% of portfolio
-
Visa Foundation1.17MShares$139 Million100.0% of portfolio