Kellett Schaffner Wealth Advisors LLC Vanguard Communication Service Transaction History
Kellett Schaffner Wealth Advisors LLC
- $144 Million
- Q1 2024
A detailed history of Kellett Schaffner Wealth Advisors LLC transactions in Vanguard Communication Service stock. As of the latest transaction made, Kellett Schaffner Wealth Advisors LLC holds 29,844 shares of VOX stock, worth $4.15 Million. This represents 2.71% of its overall portfolio holdings.
Number of Shares
29,844
Previous 24,535
21.64%
Holding current value
$4.15 Million
Previous $2.89 Million
35.6%
% of portfolio
2.71%
Previous 2.15%
Shares
3 transactions
Others Institutions Holding VOX
# of Institutions
422Shares Held
18.8MCall Options Held
8.9KPut Options Held
0-
Jpmorgan Chase & CO New York, NY2.48MShares$345 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.78MShares$247 Million0.02% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ1.56MShares$217 Million5.16% of portfolio
-
Beacon Capital Management, Inc.1.3MShares$181 Million7.33% of portfolio
-
Morgan Stanley New York, NY1.03MShares$143 Million0.01% of portfolio