Olio Financial Planning Vanguard World Fd Esg U.S. Sto Transaction History
Olio Financial Planning
- $250 Million
- Q1 2024
Shares
2 transactions
Others Institutions Holding ESGV
# of Institutions
502Shares Held
29.1MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA6.04MShares$596 Million0.01% of portfolio
-
Visa Foundation1.77MShares$175 Million100.0% of portfolio
-
Creative Planning Overland Park, KS1.16MShares$114 Million0.12% of portfolio
-
Wealthfront Advisers LLC956KShares$94.4 Million0.31% of portfolio
-
Morgan Stanley New York, NY854KShares$84.4 Million0.01% of portfolio