Copia Wealth Management Listed Fds Tr Horizon Kinetics Transaction History
Copia Wealth Management
- $119 Billion
- Q2 2025
A detailed history of Copia Wealth Management transactions in Listed Fds Tr Horizon Kinetics stock. As of the latest transaction made, Copia Wealth Management holds 12,469 shares of INFL stock, worth $528,810. This represents 0.44% of its overall portfolio holdings.
Number of Shares
12,469
Previous 8,028
55.32%
Holding current value
$528,810
Previous $326 Million
61.13%
% of portfolio
0.44%
Previous 0.3%
Shares
3 transactions
Others Institutions Holding INFL
# of Institutions
162Shares Held
17.7MCall Options Held
7.3KPut Options Held
1.1K-
Jpmorgan Chase & CO New York, NY4.15MShares$176 Million0.01% of portfolio
-
Oxford Financial Group LTD Indianapolis, IN4MShares$169 Million11.41% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.14MShares$48.2 Million0.02% of portfolio
-
Royal Bank Of Canada Toronto, A6551KShares$23.3 Million0.0% of portfolio
-
One Charles Private Wealth Services, LLC488KShares$20.7 Million6.91% of portfolio