Kozak & Associates, Inc. Ishares Trishares 0 3 Mnth Tre Transaction History
Kozak & Associates, Inc.
- $482 Million
- Q2 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 807 shares of SGOV stock, worth $81,272. This represents 0.02% of its overall portfolio holdings.
Number of Shares
807
Previous 799
1.0%
Holding current value
$81,272
Previous $80,000
1.25%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding SGOV
# of Institutions
932Shares Held
350MCall Options Held
0Put Options Held
51-
Kingstone Capital Partners Texas, LLC Frisco, TX193MShares$19.4 Billion3.1% of portfolio
-
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$599 Million0.24% of portfolio