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 $40,851. This represents 0.01% of its overall portfolio holdings.
Number of Shares
387
Previous 387
-0.0%
Holding current value
$40,851
Previous $39,000
2.56%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding ESGV
# of Institutions
617Shares Held
30.2MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA3.07MShares$324 Million0.01% of portfolio
-
Brooklyn Fi, LLC New York, NY1.73MShares$182 Million0.99% of portfolio
-
Visa Foundation1.63MShares$172 Million78.34% of portfolio
-
Creative Planning Overland Park, KS1.24MShares$131 Million0.13% of portfolio
-
Morgan Stanley New York, NY848KShares$89.5 Million0.01% of portfolio