Kozak & Associates, Inc. Davis Fundamental ETF Tr Transaction History
Kozak & Associates, Inc.
- $524 Million
- Q3 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 $13,214. This represents 0.0% of its overall portfolio holdings.
Number of Shares
276
Previous 276
-0.0%
Holding current value
$13,214
Previous $12,000
8.33%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DUSA
# of Institutions
73Shares Held
14.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.15MShares$199 Million0.01% of portfolio
-
Chris Davis Davis Selected Advisers | Tucson, Az3.38MShares$162 Million0.86% of portfolio
-
Bank Of America Corp Charlotte, NC1.04MShares$49.9 Million0.0% of portfolio
-
Kestra Advisory Services, LLC902KShares$43.2 Million0.21% of portfolio
-
Lpl Financial LLC Fort Mill, SC688KShares$33 Million0.01% of portfolio