Copia Wealth Management US TREASURY 6 MONTH BILL ETF Transaction History

Copia Wealth Management

  • $108 Billion
  • Q1 2025
Number of Shares
93,286
Previous 96,946 3.78%
Holding current value
$4.68 Billion
Previous $4.85 Billion 3.52%
% of portfolio
4.33%
Previous 4.62%

Shares

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