Uma Financial Services, Inc. Vanguard World Fd Esg U.S. Sto Transaction History
Uma Financial Services, Inc.
- $514 Million
- Q2 2024
A detailed history of Uma Financial Services, Inc. transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Uma Financial Services, Inc. holds 4,046 shares of ESGV stock, worth $409,455. This represents 0.08% of its overall portfolio holdings.
Number of Shares
4,046
Previous 3,888
4.06%
Holding current value
$409,455
Previous $362,000
7.73%
% of portfolio
0.08%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding ESGV
# of Institutions
516Shares Held
30.1MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA6.73MShares$681 Million0.01% of portfolio
-
Visa Foundation1.72MShares$174 Million70.92% of portfolio
-
Creative Planning Overland Park, KS1.18MShares$119 Million0.12% of portfolio
-
Wealthfront Advisers LLC1.08MShares$110 Million0.35% of portfolio
-
Morgan Stanley New York, NY833KShares$84.3 Million0.01% of portfolio