Copia Wealth Management Renaissance Cap Greenwich Fds Transaction History
Copia Wealth Management
- $135 Billion
- Q3 2025
A detailed history of Copia Wealth Management transactions in Renaissance Cap Greenwich Fds stock. As of the latest transaction made, Copia Wealth Management holds 43 shares of IPO stock, worth $2,055. This represents 0.0% of its overall portfolio holdings.
Number of Shares
43Holding current value
$2,055% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding IPO
# of Institutions
71Shares Held
739KCall Options Held
24.8KPut Options Held
0-
Tradition Wealth Management, LLC137KShares$6.53 Million0.54% of portfolio
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Goldman Sachs Group Inc New York, NY103KShares$4.92 Million0.0% of portfolio
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Cetera Investment Advisers Schaumburg, IL68.6KShares$3.28 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC62.7KShares$3 Million0.0% of portfolio
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Sfi Advisors, LLC Montclair, NJ60.8KShares$2.91 Million2.04% of portfolio