Lokken Investment Group LLC Vanguard World Fd Esg U.S. Sto Transaction History
Lokken Investment Group LLC
- $213 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding ESGV
# of Institutions
620Shares Held
28.6MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA3.07MShares$302 Million0.01% of portfolio
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Visa Foundation1.63MShares$160 Million78.34% of portfolio
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Creative Planning Overland Park, KS1.24MShares$123 Million0.13% of portfolio
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Morgan Stanley New York, NY848KShares$83.6 Million0.01% of portfolio
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Leo Wealth, LLC Hurst, TX694KShares$68.4 Million6.52% of portfolio