Copia Wealth Management Simplify Exchange Traded Fds S Transaction History
Copia Wealth Management
- $108 Billion
- Q1 2025
A detailed history of Copia Wealth Management transactions in Simplify Exchange Traded Fds S stock. As of the latest transaction made, Copia Wealth Management holds 83,129 shares of PINK stock, worth $2.41 Million. This represents 2.25% of its overall portfolio holdings.
Number of Shares
83,129
Previous 79,541
4.51%
Holding current value
$2.41 Million
Previous $2.36 Billion
3.28%
% of portfolio
2.25%
Previous 2.25%
Shares
2 transactions
Others Institutions Holding PINK
# of Institutions
52Shares Held
2.59MCall Options Held
0Put Options Held
0-
Gladstone Institutional Advisory LLC Boca Raton, FL597KShares$17.3 Million0.84% of portfolio
-
Wealth Enhancement Advisory Services, LLC575KShares$16.7 Million0.03% of portfolio
-
Fortis Group Advisors, LLC Westwood, NJ215KShares$6.23 Million1.19% of portfolio
-
Lee Danner & Bass Inc149KShares$4.31 Million0.36% of portfolio
-
Cibc World Market Inc. Toronto, A6124KShares$3.61 Million0.01% of portfolio