Number of Shares
163
Previous 94 73.4%
Holding current value
$18.3 Million
Previous $5.2 Million 251.86%
% of portfolio
0.01%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025

BUY
N/A
69 Added 73.4%
163 $18.3 Million
Q2 2025

Jul 28, 2025

SELL
N/A
-51 Reduced 35.17%
94 $5.2 Million
Q1 2025

Apr 17, 2025

BUY
N/A
145 New
145 $3.06 Million
Track This Portfolio

Track Copia Wealth Management Portfolio

Follow Copia Wealth Management and customize your updates to receive the information that matters most to you.

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.