Copia Wealth Management Amplify ETF Tr Trnsformational Transaction History
Copia Wealth Management
- $135 Billion
- Q3 2025
A detailed history of Copia Wealth Management transactions in Amplify ETF Tr Trnsformational stock. As of the latest transaction made, Copia Wealth Management holds 1,006 shares of BLOK stock, worth $60,148. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,006
Previous 707
42.29%
Holding current value
$60,148
Previous $40.4 Million
67.03%
% of portfolio
0.05%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding BLOK
# of Institutions
286Shares Held
8.2MCall Options Held
85.8KPut Options Held
31.5K-
Morgan Stanley New York, NY1.37MShares$81.8 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC975KShares$58.3 Million0.02% of portfolio
-
Concurrent Investment Advisors, LLC Tampa, FL585KShares$35 Million0.67% of portfolio
-
Gradient Investments LLC490KShares$29.3 Million0.59% of portfolio
-
Wells Fargo & Company San Francisco, CA477KShares$28.5 Million0.01% of portfolio