Kozak & Associates, Inc. Ishares Trishares 0 3 Mnth Tre Transaction History
Kozak & Associates, Inc.
- $410 Million
- Q1 2025
A detailed history of Kozak & Associates, Inc. transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Kozak & Associates, Inc. holds 799 shares of SGOV stock, worth $80,443. This represents 0.02% of its overall portfolio holdings.
Number of Shares
799
Previous 791
1.01%
Holding current value
$80,443
Previous $79,000
1.27%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding SGOV
# of Institutions
907Shares Held
152MCall Options Held
0Put Options Held
51-
Bank Of America Corp Charlotte, NC10.2MShares$1.03 Billion0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.49MShares$653 Million0.18% of portfolio
-
Morgan Stanley New York, NY6.29MShares$633 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.94MShares$598 Million0.24% of portfolio
-
Cibc Private Wealth Group, LLC3.31MShares$333 Million0.65% of portfolio