Copia Wealth Management Ishares Us ETF Tr Bloomberg Ro Transaction History
Copia Wealth Management
- $135 Billion
- Q3 2025
A detailed history of Copia Wealth Management transactions in Ishares Us ETF Tr Bloomberg Ro stock. As of the latest transaction made, Copia Wealth Management holds 97 shares of CMDY stock, worth $5,279. This represents 0.0% of its overall portfolio holdings.
Number of Shares
97
Previous 97
-0.0%
Holding current value
$5,279
Previous $4.89 Million
4.29%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding CMDY
# of Institutions
69Shares Held
3.01MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc406KShares$22.1 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN383KShares$20.8 Million0.0% of portfolio
-
Td Waterhouse Canada Inc. Toronto, A6290KShares$15.8 Million0.1% of portfolio
-
Principal Securities, Inc. Des Moines, IA269KShares$14.6 Million0.23% of portfolio
-
Disciplina Capital Management LLC Nashville, TN160KShares$8.73 Million1.03% of portfolio