Copia Wealth Management Ishares Tr Transaction History
Copia Wealth Management
- $108 Billion
- Q1 2025
A detailed history of Copia Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Copia Wealth Management holds 25,854 shares of IFRA stock, worth $1.16 Million. This represents 1.08% of its overall portfolio holdings.
Number of Shares
25,854
Previous 24,327
6.28%
Holding current value
$1.16 Million
Previous $1.13 Billion
3.48%
% of portfolio
1.08%
Previous 1.07%
Shares
2 transactions
Others Institutions Holding IFRA
# of Institutions
460Shares Held
49MCall Options Held
1KPut Options Held
100-
Bank Of America Corp Charlotte, NC10MShares$450 Million0.04% of portfolio
-
Envestnet Asset Management Inc7.43MShares$334 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.84MShares$128 Million0.06% of portfolio
-
Morgan Stanley New York, NY2.26MShares$102 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY1.6MShares$72.1 Million0.01% of portfolio