Big Sur Wealth Management LLC United States Copper Index Fun Transaction History

Big Sur Wealth Management LLC

  • $378 Million
  • Q2 2025

A detailed history of Big Sur Wealth Management LLC transactions in United States Copper Index Fun stock. As of the latest transaction made, Big Sur Wealth Management LLC holds 30,339 shares of CPER stock, worth $978,432. This represents 0.25% of its overall portfolio holdings.

Number of Shares
30,339
Previous 36,939 17.87%
Holding current value
$978,432
Previous $1.18 Million 18.73%
% of portfolio
0.25%
Previous 0.33%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
SELL
$25.72 - $31.7 $169,752 - $209,220
-6,600 Reduced 17.87%
30,339 $959,000
Q3 2024

Oct 16, 2024
BUY
$24.71 - $28.93 $86,485 - $101,255
3,500 Added 10.47%
36,939 $1.05 Million
Q4 2023

Feb 12, 2024
BUY
$22.06 - $24.53 $165,450 - $183,975
7,500 Added 28.91%
33,439 $807,000
Q3 2023

Nov 13, 2023
SELL
$22.5 - $24.82 $6,975 - $7,694
-310 Reduced 1.18%
25,939 $597,000
Q2 2023

Aug 14, 2023
BUY
$21.94 - $25.25 $575,903 - $662,787
26,249 New
26,249 $608,000
Q2 2022

Aug 10, 2022
SELL
$22.22 - $29.25 $44,440 - $58,500
-2,000 Reduced 2.65%
73,549 $1.63 Million
Q4 2021

Feb 07, 2022
BUY
$25.5 - $29.04 $963,900 - $1.1 Million
37,800 Added 100.14%
75,549 $2.06 Million
Q3 2021

Nov 01, 2021
BUY
$24.72 - $28.15 $143,376 - $163,270
5,800 Added 18.15%
37,749 $946,000
Q2 2021

Jul 29, 2021
BUY
$24.76 - $29.6 $791,057 - $945,690
31,949 New
31,949 $838,000

Others Institutions Holding CPER

# of Institutions
80
Shares Held
1.24M
Call Options Held
203K
Put Options Held
121K
View Full List

About UNITED STATES COPPER INDEX FUN

CPER Quotes by TradingView
  • Ticker CPER
  • Sector ETFs
  • Industry ETFs
More about CPER
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