Copia Wealth Management ELDRIDGE BBB-B CLO ETF Transaction History

Copia Wealth Management

  • $119 Billion
  • Q2 2025
Number of Shares
29,141
Previous 29,309 0.57%
Holding current value
$779 Million
Previous $779 Million 0.06%
% of portfolio
0.66%
Previous 0.72%

Shares

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

Jul 28, 2025
SELL
N/A
-168 Reduced 0.57%
29,141 $779 Million
Q1 2025

Apr 17, 2025
BUY
N/A
29,309 New
29,309 $779 Million
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