Level Financial Advisors, Inc. Vanguard World Fd Esg U.S. Sto Transaction History
Level Financial Advisors, Inc.
- $218 Million
- Q2 2024
A detailed history of Level Financial Advisors, Inc. transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 4,586 shares of ESGV stock, worth $464,103. This represents 0.2% of its overall portfolio holdings.
Number of Shares
4,586
Previous 4,586
-0.0%
Holding current value
$464,103
Previous $427,000
3.75%
% of portfolio
0.2%
Previous 0.2%
Shares
7 transactions
Others Institutions Holding ESGV
# of Institutions
516Shares Held
30.1MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA6.73MShares$681 Million0.01% of portfolio
-
Visa Foundation1.72MShares$174 Million70.92% of portfolio
-
Creative Planning Overland Park, KS1.18MShares$119 Million0.12% of portfolio
-
Wealthfront Advisers LLC1.08MShares$110 Million0.35% of portfolio
-
Morgan Stanley New York, NY833KShares$84.3 Million0.01% of portfolio