Kozak & Associates, Inc. Invesco Exchange Traded Fd Tr Transaction History
Kozak & Associates, Inc.
- $397 Million
- Q2 2024
A detailed history of Kozak & Associates, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Kozak & Associates, Inc. holds 13,718 shares of PEY stock, worth $267,226. This represents 0.07% of its overall portfolio holdings.
Number of Shares
13,718
Previous 13,616
0.75%
Holding current value
$267,226
Previous $281,000
4.27%
% of portfolio
0.07%
Previous 0.08%
Shares
12 transactions
Others Institutions Holding PEY
# of Institutions
217Shares Held
23.7MCall Options Held
60.7KPut Options Held
10.2K-
Bank Of America Corp Charlotte, NC6.43MShares$125 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.69MShares$52.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.88MShares$36.6 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA1.35MShares$26.3 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN579KShares$11.3 Million0.0% of portfolio