Kozak & Associates, Inc. Options Holdings

Kozak & Associates, Inc.

  • $410 Million
  • Q1 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 461
  • Current Value $410 Million
  • Prior Value $430 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 68 stocks
  • Additional Purchases 163 stocks
  • Sold out of 5 stocks
  • Reduced holdings in 52 stocks
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