Conservest Capital Advisors, Inc. Vanguard Transaction History
Conservest Capital Advisors, Inc.
- $966 Million
- Q4 2024
A detailed history of Conservest Capital Advisors, Inc. transactions in Vanguard stock. As of the latest transaction made, Conservest Capital Advisors, Inc. holds 206,976 shares of VGSH stock, worth $12.1 Million. This represents 1.25% of its overall portfolio holdings.
Number of Shares
206,976
Previous 188,513
9.79%
Holding current value
$12.1 Million
Previous $11.1 Million
8.22%
% of portfolio
1.25%
Previous 1.07%
Shares
7 transactions
Others Institutions Holding VGSH
# of Institutions
982Shares Held
263MCall Options Held
5.1KPut Options Held
1.3K-
Jpmorgan Chase & CO New York, NY37.6MShares$2.2 Billion0.18% of portfolio
-
Morgan Stanley New York, NY21.9MShares$1.28 Billion0.09% of portfolio
-
Orgel Wealth Management, LLC7.41MShares$433 Million11.67% of portfolio
-
Bank Of America Corp Charlotte, NC7.13MShares$417 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL5.84MShares$341 Million0.05% of portfolio