Trademark Financial Management, LLC Vanguard World Fd Esg U.S. Sto Transaction History
Trademark Financial Management, LLC
- $126 Billion
- Q4 2024
A detailed history of Trademark Financial Management, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Trademark Financial Management, LLC holds 37,369 shares of ESGV stock, worth $3.62 Million. This represents 3.11% of its overall portfolio holdings.
Number of Shares
37,369
Previous 25,732
45.22%
Holding current value
$3.62 Million
Previous $2.62 Billion
49.86%
% of portfolio
3.11%
Previous 2.07%
Shares
5 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