Copia Wealth Management Invesco ETF Tr Ii Fundamental Transaction History
Copia Wealth Management
- $135 Billion
- Q3 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 $413,524. This represents 0.31% of its overall portfolio holdings.
Number of Shares
17,109
Previous 17,109
-0.0%
Holding current value
$413,524
Previous $412 Million
0.71%
% of portfolio
0.31%
Previous 0.35%
Shares
3 transactions
Others Institutions Holding PFIG
# of Institutions
34Shares Held
1.37MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC371KShares$8.98 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN271KShares$6.55 Million0.0% of portfolio
-
Truist Financial Corp165KShares$3.98 Million0.01% of portfolio
-
Prairiewood Capital, LLC68.3KShares$1.65 Million0.55% of portfolio
-
Equitable Holdings, Inc. New York, NY61.5KShares$1.49 Million0.01% of portfolio