Copia Wealth Management BUXX Holdings History
Number of Shares
263,535.00
Current Holdings Value*
$5.35 Mil
% of Portfolio
4.95%
Total Estimate Gain
$-5,270.70
% of Total Estimate Gain
-0.10%
Copia Wealth Management's EA SERIES TRUST Holding Summary
As of 2025-03-31, Copia Wealth Management held 263,535.00 shares of EA SERIES TRUST(BUXX), totaling $5.35 Mil. This investment constitutes 4.95% of their stock portfolio, and Copia Wealth Management now holds 2.15% of the outstanding EA SERIES TRUST(BUXX) stock.
The initial trade took place in 2024Q4. And since then Copia Wealth Management has made 1 purchases of BUXX, at an average price of $20.33, for a total of 263,535.00 shares. Based on historical transaction data and BUXX's current price of $20.31, Copia Wealth Management's estimated gain on his BUXX holdings is $-5,270.70, reflecting a -0.10% gain to date.
Copia Wealth Management BUXX ($20.31) Holding Chart
Copia Wealth Management BUXX ($20.31) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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