Corient Private Wealth LLC
Position in VGSR — Vert Global Sustainable Real Estate ETF
CIK 1948780
MIAMI, FL
All Filings in VGSR
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 VGSR | $498,435 | 43,780 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 VGSR | $549,556 | 53,200 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 VGSR | $259,417 | 24,944 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 VGSR | $248,176 | 23,303 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 VGSR | $242,536 | 23,187 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 VGSR | $418,842 | 41,306 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 VGSR | $416,265 | 41,133 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 VGSR | $455,076 | 40,961 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 VGSR | $393,907 | 40,735 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 VGSR | $621,401 | 63,376 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 VGSR | $1,334,938 | 134,030 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||