Copia Wealth Management Simplify Exchange Traded Fds S Transaction History
Copia Wealth Management
- $105 Billion
- Q4 2024
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 79,541 shares of PINK stock, worth $2.33 Million. This represents 2.25% of its overall portfolio holdings.
Number of Shares
79,541Holding current value
$2.33 Million% of portfolio
2.25%Shares
1 transactions
Others Institutions Holding PINK
# of Institutions
51Shares Held
2.54MCall Options Held
0Put Options Held
0-
Gladstone Institutional Advisory LLC Boca Raton, FL597KShares$17.5 Million0.84% of portfolio
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Wealth Enhancement Advisory Services, LLC529KShares$15.5 Million0.03% of portfolio
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Fortis Group Advisors, LLC Westwood, NJ215KShares$6.29 Million1.19% of portfolio
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Lee Danner & Bass Inc149KShares$4.36 Million0.36% of portfolio
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Cibc World Market Inc. Toronto, A6124KShares$3.64 Million0.01% of portfolio