Kozak & Associates, Inc. Davis Fundamental ETF Tr Transaction History
Kozak & Associates, Inc.
- $410 Million
- Q1 2025
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 $11,001. This represents 0.0% of its overall portfolio holdings.
Number of Shares
276
Previous 276
-0.0%
Holding current value
$11,001
Previous $11,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DUSA
# of Institutions
78Shares Held
11.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.58MShares$143 Million0.01% of portfolio
-
Chris Davis Davis Selected Advisers | Tucson, Az3.39MShares$135 Million0.85% of portfolio
-
Kestra Advisory Services, LLC846KShares$33.7 Million0.21% of portfolio
-
Ubs Group Ag382KShares$15.2 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC300KShares$12 Million0.0% of portfolio