Copia Wealth Management STRIVE ENHANCED INCOME SHORT MATURITY ETF Transaction History

Copia Wealth Management

  • $108 Billion
  • Q1 2025
Number of Shares
263,535
Previous 232,809 13.2%
Holding current value
$5.35 Billion
Previous $4.72 Billion 13.37%
% of portfolio
4.95%
Previous 4.49%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
BUY
N/A
30,726 Added 13.2%
263,535 $5.35 Billion
Q4 2024

Mar 06, 2025
BUY
N/A
232,809 New
232,809 $4.72 Billion
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