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 65,917 shares of XLG stock, worth $3.01 Million. This represents 2.81% of its overall portfolio holdings.
Number of Shares
65,917
Previous 66,351
0.65%
Holding current value
$3.01 Million
Previous $3.31 Billion
8.49%
% of portfolio
2.81%
Previous 3.15%
Shares
2 transactions
Others Institutions Holding XLG
# of Institutions
524Shares Held
116MCall Options Held
53.1KPut Options Held
11.4K-
Demars Financial Group, LLC28.1MShares$1.28 Billion17.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.78MShares$447 Million0.21% of portfolio
-
Morgan Stanley New York, NY6.97MShares$318 Million0.03% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa4.96MShares$227 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC4.03MShares$184 Million0.02% of portfolio