Principle Wealth Partners LLC Vanguard World Fd Esg U.S. Sto Transaction History
Principle Wealth Partners LLC
- $1.3 Billion
- Q1 2025
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 $368,021. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,349
Previous 3,349
-0.0%
Holding current value
$368,021
Previous $351,000
6.55%
% of portfolio
0.03%
Previous 0.03%
Shares
13 transactions
Others Institutions Holding ESGV
# of Institutions
633Shares Held
30.7MCall Options Held
0Put Options Held
3.17K-
Vanguard Group Inc Valley Forge, PA3.22MShares$353 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.67MShares$184 Million0.01% of portfolio
-
Wealthfront Advisers LLC1.5MShares$165 Million0.42% of portfolio
-
Visa Foundation1.36MShares$149 Million100.0% of portfolio
-
Creative Planning Overland Park, KS1.25MShares$138 Million0.12% of portfolio