Principle Wealth Partners LLC Vanguard World Fd Esg U.S. Sto Transaction History
Principle Wealth Partners LLC
- $1.35 Billion
- Q4 2024
A detailed history of Principle Wealth Partners LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Principle Wealth Partners LLC holds 3,349 shares of ESGV stock, worth $366,447. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,349
Previous 3,349
-0.0%
Holding current value
$366,447
Previous $340,000
3.24%
% of portfolio
0.03%
Previous 0.03%
Shares
13 transactions
Others Institutions Holding ESGV
# of Institutions
616Shares Held
30.2MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA3.07MShares$336 Million0.01% of portfolio
-
Brooklyn Fi, LLC New York, NY1.73MShares$189 Million0.99% of portfolio
-
Visa Foundation1.63MShares$178 Million78.34% of portfolio
-
Creative Planning Overland Park, KS1.24MShares$136 Million0.13% of portfolio
-
Morgan Stanley New York, NY848KShares$92.8 Million0.01% of portfolio