Copia Wealth Management Invesco Exchange Traded Fd Tr Transaction History
Copia Wealth Management
- $135 Billion
- Q3 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 61,586 shares of XLG stock, worth $3.61 Million. This represents 2.63% of its overall portfolio holdings.
Number of Shares
61,586
Previous 61,655
0.11%
Holding current value
$3.61 Million
Previous $3.21 Billion
10.28%
% of portfolio
2.63%
Previous 2.71%
Shares
4 transactions
Others Institutions Holding XLG
# of Institutions
616Shares Held
103MCall Options Held
59.1KPut Options Held
4.2K-
Lpl Financial LLC Fort Mill, SC10.7MShares$627 Million0.19% of portfolio
-
Morgan Stanley New York, NY6.83MShares$401 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC4.25MShares$249 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY3.79MShares$222 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA3.76MShares$221 Million0.04% of portfolio