Copia Wealth Management's ownership history for WSO

Copia Wealth Management currently holds 8 shares with a market value of $3.2K. It started holding WSO on 2024-12-31. At its peak, it held 8 shares on 2024-12-31. Its highest holding value was $4.1K on 2025-03-31. At its lowest, it held 8 shares on 2024-12-31, with a value of $3.2K on 2025-09-30. In the recent 180 days, Copia Wealth Management has increased its shares by 0.