Copia Wealth Management Msci Eafe Growth ETF Transaction History
Copia Wealth Management
- $135 Billion
- Q3 2025
A detailed history of Copia Wealth Management transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Copia Wealth Management holds 7,368 shares of EFG stock, worth $845,404. This represents 0.62% of its overall portfolio holdings.
Number of Shares
7,368
Previous 7,379
0.15%
Holding current value
$845,404
Previous $826 Million
1.53%
% of portfolio
0.62%
Previous 0.7%
Shares
4 transactions
Others Institutions Holding EFG
# of Institutions
1,119Shares Held
80.1MCall Options Held
100Put Options Held
0-
Axiom Advisory, LLC San Diego, CA5.42MShares$622 Million5.34% of portfolio
-
Envestnet Asset Management Inc4.34MShares$498 Million0.15% of portfolio
-
Jones Financial Companies Lllp3.8MShares$436 Million0.3% of portfolio
-
Bank Of America Corp Charlotte, NC3.5MShares$401 Million0.03% of portfolio
-
Black Rock Inc. New York, NY3.32MShares$381 Million0.01% of portfolio