Copia Wealth Management Invesco ETF Tr Ii Fundamental Transaction History
Copia Wealth Management
- $119 Billion
- Q2 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 17,109 shares of PFIG stock, worth $412,669. This represents 0.35% of its overall portfolio holdings.
Number of Shares
17,109
Previous 17,221
0.65%
Holding current value
$412,669
Previous $410 Million
0.42%
% of portfolio
0.35%
Previous 0.38%
Shares
3 transactions
Others Institutions Holding PFIG
# of Institutions
32Shares Held
1.26MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC369KShares$8.89 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN249KShares$6 Million0.0% of portfolio
-
Truist Financial Corp157KShares$3.78 Million0.01% of portfolio
-
Advisory Services Network, LLC98.5KShares$2.38 Million0.05% of portfolio
-
Equitable Holdings, Inc. New York, NY74.1KShares$1.79 Million0.02% of portfolio