Copia Wealth Management ELDRIDGE AAA CLO ETF Transaction History

Copia Wealth Management

  • $119 Billion
  • Q2 2025
Number of Shares
70,479
Previous 25,942 171.68%
Holding current value
$1.8 Billion
Previous $662 Million 172.64%
% of portfolio
1.52%
Previous 0.61%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
BUY
N/A
44,537 Added 171.68%
70,479 $1.8 Billion
Q1 2025

Apr 17, 2025
BUY
N/A
25,942 New
25,942 $662 Million
Track This Portfolio

Track Copia Wealth Management Portfolio

Follow Copia Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Copia Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Copia Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email