Copia Wealth Management ELDRIDGE AAA CLO ETF Transaction History

Copia Wealth Management

  • $135 Billion
  • Q3 2025
Number of Shares
122,913
Previous 70,479 74.4%
Holding current value
$3.14 Billion
Previous $1.8 Billion 74.19%
% of portfolio
2.34%
Previous 1.52%

Shares

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

Oct 31, 2025
BUY
N/A
52,434 Added 74.4%
122,913 $3.14 Billion
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
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