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FMA Wealth Management, LLC → COF-PN

FMA Wealth Management, LLC COF-PN Position History

COF-PN

Quarters held
1
Latest value
$1.7M
Q3 2026
Peak value
$1.7M
First seen
Q3 2026

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.7M34.6K——

Other funds holding COF-PN

Other FMA Wealth Management, LLC positions

VGES

VANGUARD TAX-MANAGED FDS

$18.1M
VGES

VANGUARD TAX-MANAGED FDS

$17.9M
VGES

VANGUARD TAX-MANAGED FDS

$16.7M
VGES

VANGUARD TAX-MANAGED FDS

$16.3M
VGES

VANGUARD TAX-MANAGED FDS

$15.4M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$14.7M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$14.7M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$14.6M