Wealthspan Partners, LLC Global X Copper Miners ETF Transaction History

Wealthspan Partners, LLC

  • $198 Million
  • Q3 2024

A detailed history of Wealthspan Partners, LLC transactions in Global X Copper Miners ETF stock. As of the latest transaction made, Wealthspan Partners, LLC holds 19,279 shares of COPX stock, worth $755,929. This represents 0.46% of its overall portfolio holdings.

Number of Shares
19,279
Previous 16,587 16.23%
Holding current value
$755,929
Previous $748,000 21.79%
% of portfolio
0.46%
Previous 0.42%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
BUY
$38.58 - $48.4 $103,857 - $130,292
2,692 Added 16.23%
19,279 $911,000
Q2 2024

Jul 19, 2024
BUY
$42.73 - $52.72 $95,416 - $117,723
2,233 Added 15.56%
16,587 $748,000
Q1 2024

Apr 29, 2024
BUY
$34.14 - $42.43 $22,907 - $28,470
671 Added 4.9%
14,354 $609,000
Q4 2023

Jan 29, 2024
BUY
$31.94 - $38.84 $35,134 - $42,724
1,100 Added 8.74%
13,683 $513,000
Q3 2023

Nov 01, 2023
BUY
$35.4 - $41.75 $1,309 - $1,544
37 Added 0.29%
12,583 $458,000
Q2 2023

Aug 08, 2023
SELL
$34.6 - $42.34 $34 - $42
-1 Reduced 0.01%
12,546 $472,000
Q1 2023

Apr 21, 2023
BUY
$34.61 - $41.9 $6,783 - $8,212
196 Added 1.59%
12,547 $485,000
Q4 2022

Feb 13, 2023
SELL
$27.99 - $37.0 $2,239 - $2,960
-80 Reduced 0.64%
12,351 $437,000
Q3 2022

Nov 14, 2022
SELL
$26.52 - $32.55 $4,057 - $4,980
-153 Reduced 1.22%
12,431 $351,000
Q2 2022

Aug 11, 2022
BUY
$30.38 - $46.85 $14,369 - $22,160
473 Added 3.91%
12,584 $382,000
Q4 2021

Feb 15, 2022
BUY
$34.23 - $40.1 $414,559 - $485,651
12,111 New
12,111 $447,000

Others Institutions Holding COPX

# of Institutions
223
Shares Held
22.3M
Call Options Held
852K
Put Options Held
658K
View Full List

About GLOBAL X COPPER MINERS ETF

COPX Quotes by TradingView
  • Ticker COPX
  • Sector ETFs
  • Industry ETFs
More about COPX
Track This Portfolio

Track Wealthspan Partners, LLC Portfolio

Follow Wealthspan Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthspan Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspan Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email