Copia Wealth Management Invesco Exchange Traded Fd Tr Transaction History
Copia Wealth Management
- $108 Billion
- Q1 2025
A detailed history of Copia Wealth Management transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Copia Wealth Management holds 8,960 shares of RWJ stock, worth $375,603. This represents 0.34% of its overall portfolio holdings.
Number of Shares
8,960
Previous 8,623
3.91%
Holding current value
$375,603
Previous $395 Million
7.58%
% of portfolio
0.34%
Previous 0.38%
Shares
2 transactions
Others Institutions Holding RWJ
# of Institutions
213Shares Held
24MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC3.16MShares$133 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.71MShares$114 Million0.03% of portfolio
-
Morgan Stanley New York, NY2.04MShares$85.5 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.54MShares$64.4 Million0.02% of portfolio
-
Fusion Family Wealth LLC1.43MShares$59.7 Million5.33% of portfolio