Copia Wealth Management Invesco ETF Tr Ii Fundamental Transaction History
Copia Wealth Management
- $119 Billion
- Q2 2025
A detailed history of Copia Wealth Management transactions in Invesco ETF Tr Ii Fundamental stock. As of the latest transaction made, Copia Wealth Management holds 17,109 shares of PFIG stock, worth $418,315. This represents 0.35% of its overall portfolio holdings.
Number of Shares
17,109
Previous 17,221
0.65%
Holding current value
$418,315
Previous $410 Million
0.42%
% of portfolio
0.35%
Previous 0.38%
Shares
3 transactions
Others Institutions Holding PFIG
# of Institutions
35Shares Held
1.39MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC369KShares$9.01 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN249KShares$6.09 Million0.0% of portfolio
-
Truist Financial Corp157KShares$3.83 Million0.01% of portfolio
-
Prairiewood Capital, LLC68.3KShares$1.67 Million0.55% of portfolio
-
Equitable Holdings, Inc. New York, NY63.9KShares$1.56 Million0.01% of portfolio