Copia Wealth Management Invesco Exchange Traded Fd Tr Transaction History
Copia Wealth Management
- $119 Billion
- Q2 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 9,452 shares of RWJ stock, worth $417,967. This represents 0.35% of its overall portfolio holdings.
Number of Shares
9,452
Previous 8,960
5.49%
Holding current value
$417,967
Previous $365 Million
12.2%
% of portfolio
0.35%
Previous 0.34%
Shares
3 transactions
Others Institutions Holding RWJ
# of Institutions
211Shares Held
23.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC3.16MShares$140 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.71MShares$120 Million0.03% of portfolio
-
Morgan Stanley New York, NY2.04MShares$90.2 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.54MShares$67.9 Million0.02% of portfolio
-
Fusion Family Wealth LLC1.44MShares$63.9 Million5.32% of portfolio