Copia Wealth Management Ishares Us ETF Tr Bloomberg Ro Transaction History

Copia Wealth Management

$119 Billion
Q2 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 $5,163. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$5,163

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 28, 2025	BUY	$47.13 - $52.52 $4,571 - $5,094	97 New	97 $4.89 Million

Others Institutions Holding CMDY

# of Institutions

Shares Held

2.91M

Call Options Held

Put Options Held

Ameriprise Financial Inc Minneapolis, MN

353K
Shares

$18.8 Million
0.0% of portfolio
Envestnet Asset Management Inc

350K
Shares

$18.6 Million
0.01% of portfolio
Apcm Wealth Management For Individuals

281K
Shares

$15 Million
2.04% of portfolio
Td Waterhouse Canada Inc. Toronto, A6

268K
Shares

$14.3 Million
0.1% of portfolio
Principal Securities, Inc. Des Moines, IA

253K
Shares

$13.5 Million
0.24% of portfolio

View Full List

About ISHARES US ETF TR BLOOMBERG RO

Ticker CMDY
Sector ETFs
Industry ETFs

More about CMDY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Copia Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Copia Wealth Management with notifications on news.

Account