Kozak & Associates, Inc. Financial Sector Spdr Transaction History
Kozak & Associates, Inc.
- $410 Million
- Q1 2025
A detailed history of Kozak & Associates, Inc. transactions in Financial Sector Spdr stock. As of the latest transaction made, Kozak & Associates, Inc. holds 656 shares of XLF stock, worth $32,281. This represents 0.01% of its overall portfolio holdings.
Number of Shares
656
Previous 436
50.46%
Holding current value
$32,281
Previous $21,000
52.38%
% of portfolio
0.01%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding XLF
# of Institutions
2,050Shares Held
762MCall Options Held
260MPut Options Held
336M-
Jpmorgan Chase & CO New York, NY109MShares$5.36 Billion0.43% of portfolio
-
Bank Of America Corp Charlotte, NC91.8MShares$4.52 Billion0.38% of portfolio
-
Morgan Stanley New York, NY56.5MShares$2.78 Billion0.2% of portfolio
-
Envestnet Asset Management Inc22.2MShares$1.09 Billion0.36% of portfolio
-
Wells Fargo & Company San Francisco, CA19.8MShares$974 Million0.22% of portfolio