Copia Wealth Management Vanguard Bd Index Fd Inc Short Transaction History
Copia Wealth Management
- $135 Billion
- Q3 2025
A detailed history of Copia Wealth Management transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Copia Wealth Management holds 190 shares of BSV stock, worth $14,964. This represents 0.01% of its overall portfolio holdings.
Number of Shares
190
Previous 190
-0.0%
Holding current value
$14,964
Previous $15 Million
0.27%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding BSV
# of Institutions
1,392Shares Held
410MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY38.6MShares$3.04 Billion0.19% of portfolio
-
Mercer Global Advisors Inc Denver, CO37.9MShares$2.98 Billion5.09% of portfolio
-
Envestnet Asset Management Inc28MShares$2.2 Billion0.68% of portfolio
-
Jpmorgan Chase & CO New York, NY25.1MShares$1.98 Billion0.13% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO19.5MShares$1.54 Billion4.29% of portfolio