Copia Wealth Management Ishares Tr Transaction History
Copia Wealth Management
- $119 Billion
- Q2 2025
A detailed history of Copia Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Copia Wealth Management holds 27,247 shares of IFRA stock, worth $1.39 Million. This represents 1.13% of its overall portfolio holdings.
Number of Shares
27,247
Previous 25,854
5.39%
Holding current value
$1.39 Million
Previous $1.17 Billion
15.02%
% of portfolio
1.13%
Previous 1.08%
Shares
3 transactions
Others Institutions Holding IFRA
# of Institutions
396Shares Held
30.5MCall Options Held
800Put Options Held
200-
Bank Of America Corp Charlotte, NC9.87MShares$502 Million0.04% of portfolio
-
Morgan Stanley New York, NY1.98MShares$101 Million0.01% of portfolio
-
Wharton Business Group, LLC Malvern, PA1.66MShares$84.3 Million3.38% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.03MShares$52.3 Million0.02% of portfolio
-
Mariner, LLC Overland Park, KS979KShares$49.8 Million0.08% of portfolio