Summit Wealth Group, LLC Vanguard World Fd Esg U.S. Sto Transaction History
Summit Wealth Group, LLC
- $345 Million
- Q4 2024
A detailed history of Summit Wealth Group, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Summit Wealth Group, LLC holds 20,257 shares of ESGV stock, worth $1.96 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
20,257
Previous 24,068
15.83%
Holding current value
$1.96 Million
Previous $2.45 Million
13.16%
% of portfolio
0.62%
Previous 0.71%
Shares
4 transactions
Others Institutions Holding ESGV
# of Institutions
619Shares Held
28.6MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA3.07MShares$297 Million0.01% of portfolio
-
Visa Foundation1.63MShares$158 Million78.34% of portfolio
-
Creative Planning Overland Park, KS1.24MShares$121 Million0.13% of portfolio
-
Morgan Stanley New York, NY848KShares$82.2 Million0.01% of portfolio
-
Leo Wealth, LLC Hurst, TX694KShares$67.2 Million6.52% of portfolio