CWM
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Copia Wealth Management’s Assurant AIZ Stock Holding History

Copia Wealth Management’s Portfolio AIZ Stock Details AIZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$12.2K Hold
62
– – 0.01% 275
2025
Q1 		$13K Hold
62
– – 0.01% 253
2024
Q4 		$13.2K Buy
+62
New +$13.2K 0.01% 235