Copia Wealth Management Vanguard Total World Stk Index Transaction History
Copia Wealth Management
- $119 Billion
- Q2 2025
A detailed history of Copia Wealth Management transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Copia Wealth Management holds 1,419 shares of VT stock, worth $197,907. This represents 0.15% of its overall portfolio holdings.
Number of Shares
1,419
Previous 1,419
-0.0%
Holding current value
$197,907
Previous $165 Million
10.84%
% of portfolio
0.15%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding VT
# of Institutions
1,150Shares Held
112MCall Options Held
314KPut Options Held
91K-
Rakuten Investment Management, Inc. Tokyo, M015.7MShares$2.18 Billion8.31% of portfolio
-
Cambridge Associates LLC Boston, MA5.55MShares$775 Million15.63% of portfolio
-
Morgan Stanley New York, NY4.99MShares$696 Million0.04% of portfolio
-
Schroder Investment Management Group London, X03.69MShares$514 Million0.42% of portfolio
-
Us Bancorp \De\2.77MShares$386 Million0.45% of portfolio