Copia Wealth Management Vanguard Bd Index Fd Inc Short Transaction History
Copia Wealth Management
- $108 Billion
- Q1 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 $14,888. This represents 0.01% of its overall portfolio holdings.
Number of Shares
190
Previous 299
36.45%
Holding current value
$14,888
Previous $23.1 Million
35.63%
% of portfolio
0.01%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding BSV
# of Institutions
1,359Shares Held
394MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.8MShares$4.22 Billion1.41% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.6MShares$2.48 Billion5.76% of portfolio
-
Jpmorgan Chase & CO New York, NY20.3MShares$1.59 Billion0.12% of portfolio
-
Allworth Financial LP18.4MShares$1.44 Billion8.29% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO17.3MShares$1.36 Billion4.45% of portfolio