Winch Advisory Services, LLC Vanguard World Fd Esg U.S. Sto Transaction History
Winch Advisory Services, LLC
- $345 Million
- Q3 2024
A detailed history of Winch Advisory Services, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Winch Advisory Services, LLC holds 387 shares of ESGV stock, worth $40,263. This represents 0.01% of its overall portfolio holdings.
Number of Shares
387
Previous 387
-0.0%
Holding current value
$40,263
Previous $37,000
5.41%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding ESGV
# of Institutions
544Shares Held
27.2MCall Options Held
700Put Options Held
0-
Vanguard Group Inc Valley Forge, PA2.75MShares$286 Million0.01% of portfolio
-
Visa Foundation1.72MShares$179 Million74.08% of portfolio
-
Creative Planning Overland Park, KS1.23MShares$128 Million0.12% of portfolio
-
Wealthfront Advisers LLC1.18MShares$123 Million0.37% of portfolio
-
Morgan Stanley New York, NY822KShares$85.5 Million0.01% of portfolio