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
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025

BUY
$47.32 - $52.19 $10,410 - $11,481
220 Added 50.46%
656 $32,000
Q4 2024

Jan 06, 2025

BUY
$44.89 - $51.34 $19,572 - $22,384
436 New
436 $21,000

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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