Copia Wealth Management Vanguard Specialized Funds Van Transaction History
Copia Wealth Management
- $105 Billion
- Q4 2024
A detailed history of Copia Wealth Management transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Copia Wealth Management holds 304 shares of VNQ stock, worth $28,095. This represents 0.03% of its overall portfolio holdings.
Number of Shares
304Holding current value
$28,095% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding VNQ
# of Institutions
1,916Shares Held
227MCall Options Held
1.45MPut Options Held
1.56M-
Creative Planning Overland Park, KS14.9MShares$1.38 Billion1.29% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.14 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.09 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC10.3MShares$951 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.6MShares$887 Million0.07% of portfolio