Copia Wealth Management Simpl Exch Traded Fds Sht Term Transaction History

Copia Wealth Management

$108 Billion
Q1 2025

A detailed history of Copia Wealth Management transactions in Simpl Exch Traded Fds Sht Term stock. As of the latest transaction made, Copia Wealth Management holds 121 shares of TUA stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

121

Holding current value

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 17, 2025	BUY	N/A	121 New	121 $2.66 Million

Others Institutions Holding TUA

# of Institutions

Shares Held

18.9M

Call Options Held

31.5K

Put Options Held

1.2K

Southern Farm Bureau Life Insurance

2.97M
Shares

$0
9.55% of portfolio
Ae Wealth Management LLC

2M
Shares

$0
0.0% of portfolio
Ferguson Shapiro LLC

1.29M
Shares

$0
0.0% of portfolio
Hollencrest Capital Management

1.12M
Shares

$0
0.0% of portfolio
Mid American Wealth Advisory Group, Inc. Kansas City, MO

979K
Shares

$0
11.54% of portfolio

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About SIMPL EXCH TRADED FDS SHT TERM

Ticker TUA

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