Copia Wealth Management Invesco Exchange Traded Fd Tr Transaction History
Copia Wealth Management
- $105 Billion
- Q4 2024
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 66,351 shares of XLG stock, worth $3.04 Million. This represents 3.15% of its overall portfolio holdings.
Number of Shares
66,351Holding current value
$3.04 Million% of portfolio
3.15%Shares
1 transactions
Others Institutions Holding XLG
# of Institutions
498Shares Held
113MCall Options Held
53.1KPut Options Held
11.4K-
Demars Financial Group, LLC28.4MShares$1.3 Billion18.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.78MShares$448 Million0.21% of portfolio
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Morgan Stanley New York, NY6.97MShares$320 Million0.03% of portfolio
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Ken Fisher Fisher Asset Management, LLC | Camas, Wa4.96MShares$227 Million0.1% of portfolio
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Bank Of America Corp Charlotte, NC4.03MShares$185 Million0.02% of portfolio