Mc Clarren Financial Advisors, Inc. Vanguard World Fd Esg U.S. Sto Transaction History
Mc Clarren Financial Advisors, Inc.
- $795 Million
- Q3 2024
A detailed history of Mc Clarren Financial Advisors, Inc. transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Mc Clarren Financial Advisors, Inc. holds 32,783 shares of ESGV stock, worth $3.39 Million. This represents 4.86% of its overall portfolio holdings.
Number of Shares
32,783
Previous 3,091
960.6%
Holding current value
$3.39 Million
Previous $3.33 Million
1059.93%
% of portfolio
4.86%
Previous 2.33%
Shares
17 transactions
Others Institutions Holding ESGV
# of Institutions
521Shares Held
30.3MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA6.73MShares$695 Million0.01% of portfolio
-
Visa Foundation1.72MShares$178 Million70.92% of portfolio
-
Creative Planning Overland Park, KS1.23MShares$127 Million0.12% of portfolio
-
Wealthfront Advisers LLC1.08MShares$112 Million0.35% of portfolio
-
Morgan Stanley New York, NY833KShares$86 Million0.01% of portfolio