Kozak & Associates, Inc. Spdr Bloomberg Convertible Sec Transaction History
Kozak & Associates, Inc.
- $414 Million
- Q3 2024
Shares
1 transactions
Others Institutions Holding CWB
# of Institutions
500Shares Held
30.4MCall Options Held
1.3KPut Options Held
200-
Bank Of America Corp Charlotte, NC2.53MShares$206 Million0.02% of portfolio
-
Assetmark, Inc2.2MShares$180 Million0.48% of portfolio
-
Morgan Stanley New York, NY1.6MShares$131 Million0.01% of portfolio
-
Bessemer Group Inc Woodbridge, NJ1.14MShares$92.9 Million0.14% of portfolio
-
Delta Capital Management LLC1.07MShares$87.4 Million30.93% of portfolio