Kozak & Associates, Inc. Davis Fundamental ETF Tr Transaction History
Kozak & Associates, Inc.
- $414 Million
- Q3 2024
A detailed history of Kozak & Associates, Inc. transactions in Davis Fundamental ETF Tr stock. As of the latest transaction made, Kozak & Associates, Inc. holds 276 shares of DUSA stock, worth $11,495. This represents 0.0% of its overall portfolio holdings.
Number of Shares
276
Previous 276
-0.0%
Holding current value
$11,495
Previous $11,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DUSA
# of Institutions
69Shares Held
10.2MCall Options Held
0Put Options Held
0-
Chris Davis Davis Selected Advisers | Tucson, Az3.39MShares$141 Million0.8% of portfolio
-
Morgan Stanley New York, NY2.7MShares$112 Million0.01% of portfolio
-
Kestra Advisory Services, LLC799KShares$33.3 Million0.18% of portfolio
-
Ubs Group Ag455KShares$19 Million0.0% of portfolio
-
Raymond James & Associates St Petersburg, FL256KShares$10.7 Million0.01% of portfolio