Copia Wealth Management Ishares Morningstar Small Cap Transaction History
Copia Wealth Management
- $108 Billion
- Q1 2025
A detailed history of Copia Wealth Management transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Copia Wealth Management holds 25 shares of ISCG stock, worth $1,065. This represents 0.0% of its overall portfolio holdings.
Number of Shares
25
Previous 25
-0.0%
Holding current value
$1,065
Previous $1.24 Million
8.97%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding ISCG
# of Institutions
146Shares Held
7.41MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY1.09MShares$46.3 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO439KShares$18.7 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC413KShares$17.6 Million0.0% of portfolio
-
Avantax Advisory Services, Inc.395KShares$16.8 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC389KShares$16.6 Million0.01% of portfolio