Copia Wealth Management Invesco ETF Tr Ii Fundamental Transaction History
Copia Wealth Management
- $108 Billion
- Q1 2025
A detailed history of Copia Wealth Management transactions in Invesco ETF Tr Ii Fundamental stock. As of the latest transaction made, Copia Wealth Management holds 17,221 shares of PFIG stock, worth $409,859. This represents 0.38% of its overall portfolio holdings.
Number of Shares
17,221
Previous 21,089
18.34%
Holding current value
$409,859
Previous $495 Million
17.19%
% of portfolio
0.38%
Previous 0.47%
Shares
2 transactions
Others Institutions Holding PFIG
# of Institutions
34Shares Held
1.35MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC281KShares$6.69 Million0.0% of portfolio
-
Creative One Wealth, LLC Overland Park, KS186KShares$4.42 Million0.15% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN171KShares$4.08 Million0.0% of portfolio
-
Truist Financial Corp127KShares$3.02 Million0.0% of portfolio
-
Advisory Services Network, LLC94.9KShares$2.26 Million0.04% of portfolio