Copia Wealth Management US TREASURY 6 MONTH BILL ETF Transaction History

Copia Wealth Management

  • $135 Billion
  • Q3 2025
Number of Shares
86,515
Previous 90,232 4.12%
Holding current value
$4.34 Billion
Previous $4.53 Billion 4.03%
% of portfolio
3.23%
Previous 3.82%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
SELL
N/A
-3,717 Reduced 4.12%
86,515 $4.34 Billion
Q2 2025

Jul 28, 2025
SELL
N/A
-3,054 Reduced 3.27%
90,232 $4.53 Billion
Q1 2025

Apr 17, 2025
SELL
N/A
-3,660 Reduced 3.78%
93,286 $4.68 Billion
Q4 2024

Mar 06, 2025
BUY
N/A
96,946 New
96,946 $4.85 Billion
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