Winch Advisory Services, LLC Vanguard World Fd Esg U.S. Sto Transaction History
Winch Advisory Services, LLC
- $364 Million
- Q4 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 $38,467. This represents 0.01% of its overall portfolio holdings.
Number of Shares
387
Previous 387
-0.0%
Holding current value
$38,467
Previous $39,000
2.56%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding ESGV
# of Institutions
620Shares Held
28.6MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA3.07MShares$305 Million0.01% of portfolio
-
Visa Foundation1.63MShares$162 Million78.34% of portfolio
-
Creative Planning Overland Park, KS1.24MShares$124 Million0.13% of portfolio
-
Morgan Stanley New York, NY848KShares$84.3 Million0.01% of portfolio
-
Leo Wealth, LLC Hurst, TX694KShares$68.9 Million6.52% of portfolio