Provence Wealth Management Group Vanguard World Fd Esg U.S. Sto Transaction History
Provence Wealth Management Group
- $186 Million
- Q4 2023
A detailed history of Provence Wealth Management Group transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Provence Wealth Management Group holds 60 shares of ESGV stock, worth $7,131. This represents 0.0% of its overall portfolio holdings.
Number of Shares
60
Previous 60
-0.0%
Holding current value
$7,131
Previous $4,000
25.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding ESGV
# of Institutions
706Shares Held
31.3MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA3.48MShares$414 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.68MShares$200 Million0.01% of portfolio
-
Wealthfront Advisers LLC1.5MShares$178 Million0.43% of portfolio
-
Creative Planning Overland Park, KS1.23MShares$146 Million0.11% of portfolio
-
Visa Foundation1.17MShares$139 Million100.0% of portfolio