Copia Wealth Management Invesco ETF Tr Ii Fundamental Transaction History
Copia Wealth Management
- $108 Billion
- Q1 2025
A detailed history of Copia Wealth Management transactions in Invesco ETF Tr Ii Fundamental stock. As of the latest transaction made, Copia Wealth Management holds 17,221 shares of PFIG stock, worth $413,131. This represents 0.38% of its overall portfolio holdings.
Number of Shares
17,221
Previous 21,089
18.34%
Holding current value
$413,131
Previous $495 Million
17.19%
% of portfolio
0.38%
Previous 0.47%
Shares
2 transactions
Others Institutions Holding PFIG
# of Institutions
33Shares Held
1.36MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC319KShares$7.66 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN164KShares$3.93 Million0.0% of portfolio
-
Truist Financial Corp157KShares$3.76 Million0.01% of portfolio
-
Creative One Wealth, LLC Overland Park, KS153KShares$3.66 Million0.12% of portfolio
-
Advisory Services Network, LLC98.5KShares$2.36 Million0.05% of portfolio