Copia Wealth Management Listed Fds Tr Horizon Kinetics Transaction History
Copia Wealth Management
- $108 Billion
- Q1 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 8,028 shares of INFL stock, worth $335,409. This represents 0.3% of its overall portfolio holdings.
Number of Shares
8,028
Previous 4,623
73.65%
Holding current value
$335,409
Previous $176 Million
85.37%
% of portfolio
0.3%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding INFL
# of Institutions
158Shares Held
17.6MCall Options Held
7.3KPut Options Held
1.1K-
Jpmorgan Chase & CO New York, NY4.15MShares$173 Million0.01% of portfolio
-
Oxford Financial Group LTD Indianapolis, IN4MShares$167 Million11.41% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.14MShares$47.5 Million0.02% of portfolio
-
Royal Bank Of Canada Toronto, A6551KShares$23 Million0.0% of portfolio
-
One Charles Private Wealth Services, LLC488KShares$20.4 Million6.91% of portfolio