Copia Wealth Management Ishares Tr Transaction History
Copia Wealth Management
- $135 Billion
- Q3 2025
A detailed history of Copia Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Copia Wealth Management holds 27,101 shares of IFRA stock, worth $1.41 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
27,101
Previous 27,247
0.54%
Holding current value
$1.41 Million
Previous $1.34 Billion
6.8%
% of portfolio
1.06%
Previous 1.13%
Shares
4 transactions
Others Institutions Holding IFRA
# of Institutions
398Shares Held
31.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC10MShares$522 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.03MShares$106 Million0.01% of portfolio
-
Wharton Business Group, LLC Malvern, PA1.72MShares$89.3 Million3.9% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.06MShares$55.4 Million0.02% of portfolio
-
Mariner, LLC Overland Park, KS971KShares$50.6 Million0.07% of portfolio