Topel & Distasi Wealth Management, LLC Vanguard World Fd Esg U.S. Sto Transaction History
Topel & Distasi Wealth Management, LLC
- $241 Million
- Q3 2024
A detailed history of Topel & Distasi Wealth Management, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 24,891 shares of ESGV stock, worth $2.64 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
24,891
Previous 24,326
2.32%
Holding current value
$2.64 Million
Previous $2.35 Million
7.66%
% of portfolio
1.05%
Previous 1.03%
Shares
12 transactions
Others Institutions Holding ESGV
# of Institutions
544Shares Held
27.2MCall Options Held
700Put Options Held
0-
Vanguard Group Inc Valley Forge, PA2.75MShares$292 Million0.01% of portfolio
-
Visa Foundation1.72MShares$183 Million74.08% of portfolio
-
Creative Planning Overland Park, KS1.23MShares$131 Million0.12% of portfolio
-
Wealthfront Advisers LLC1.18MShares$125 Million0.37% of portfolio
-
Morgan Stanley New York, NY822KShares$87.2 Million0.01% of portfolio