Copia Wealth Management

Q1 2025 13F Holdings

Location
Bend, OR
Holdings as of
3/31/2025
Value ($000)
$108,115
Num holdings
452
Date filed
4/17/2025
Form type
13F-HR
Prev filing
3/6/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type