Copia Wealth Management Ishares Core S&P Total U.S. St Transaction History
Copia Wealth Management
- $135 Billion
- Q3 2025
A detailed history of Copia Wealth Management transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Copia Wealth Management holds 450 shares of ITOT stock, worth $65,857. This represents 0.05% of its overall portfolio holdings.
Number of Shares
450
Previous 450
-0.0%
Holding current value
$65,857
Previous $60.8 Million
7.86%
% of portfolio
0.05%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding ITOT
# of Institutions
1,709Shares Held
334MCall Options Held
61.7KPut Options Held
36K-
Wells Fargo & Company San Francisco, CA63.2MShares$9.25 Billion1.81% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$7.14 Billion0.13% of portfolio
-
Betterment LLC New York, NY10.9MShares$1.6 Billion3.15% of portfolio
-
Morgan Stanley New York, NY10.7MShares$1.57 Billion0.1% of portfolio
-
Wealthfront Advisers LLC10.6MShares$1.54 Billion3.7% of portfolio