Copia Wealth Management Invesco ETF Tr Ii Fundamental Transaction History

Copia Wealth Management

$105 Billion
Q4 2024

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 21,089 shares of PFIG stock, worth $502,761. This represents 0.47% of its overall portfolio holdings.

Number of Shares

21,089

Holding current value

$502,761

% of portfolio

0.47%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Mar 06, 2025	BUY	$23.43 - $24.2 $494,115 - $510,353	21,089 New	21,089 $495 Million

Others Institutions Holding PFIG

# of Institutions

Shares Held

1.35M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

281K
Shares

$6.7 Million
0.0% of portfolio
Creative One Wealth, LLC Overland Park, KS

186K
Shares

$4.43 Million
0.15% of portfolio
Ameriprise Financial Inc Minneapolis, MN

171K
Shares

$4.09 Million
0.0% of portfolio
Truist Financial Corp

127K
Shares

$3.02 Million
0.0% of portfolio
Advisory Services Network, LLC

94.9K
Shares

$2.26 Million
0.04% of portfolio

View Full List

About INVESCO ETF TR II FUNDAMENTAL

Ticker PFIG
Sector ETFs
Industry ETFs

More about PFIG

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Copia Wealth Management Invesco ETF Tr Ii Fundamental Transaction History