Moneta Group Investment Advisors LLC Vanguard World Fd Esg U.S. Sto Transaction History
Moneta Group Investment Advisors LLC
- $7.05 Billion
- Q4 2024
A detailed history of Moneta Group Investment Advisors LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 2,644 shares of ESGV stock, worth $273,442. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,644
Previous 2,809
5.87%
Holding current value
$273,442
Previous $285,000
2.81%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding ESGV
# of Institutions
617Shares Held
28.4MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA3.07MShares$317 Million0.01% of portfolio
-
Visa Foundation1.63MShares$168 Million78.34% of portfolio
-
Creative Planning Overland Park, KS1.24MShares$129 Million0.13% of portfolio
-
Morgan Stanley New York, NY848KShares$87.7 Million0.01% of portfolio
-
Leo Wealth, LLC Hurst, TX694KShares$71.7 Million6.52% of portfolio