Copia Wealth Management ELDRIDGE BBB-B CLO ETF Transaction History

Copia Wealth Management

  • $135 Billion
  • Q3 2025
Number of Shares
72,049
Previous 29,141 147.24%
Holding current value
$1.93 Billion
Previous $779 Million 147.98%
% of portfolio
1.44%
Previous 0.66%

Shares

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

Oct 31, 2025
BUY
N/A
42,908 Added 147.24%
72,049 $1.93 Billion
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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