Kozak & Associates, Inc. Spdr Portfolio Transaction History
Kozak & Associates, Inc.
- $414 Million
- Q3 2024
A detailed history of Kozak & Associates, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Kozak & Associates, Inc. holds 214,763 shares of SPYG stock, worth $19.6 Million. This represents 4.3% of its overall portfolio holdings.
Number of Shares
214,763
Previous 223,679
3.99%
Holding current value
$19.6 Million
Previous $17.9 Million
0.62%
% of portfolio
4.3%
Previous 4.51%
Shares
8 transactions
Others Institutions Holding SPYG
# of Institutions
1,097Shares Held
279MCall Options Held
399KPut Options Held
203K-
Lpl Financial LLC Fort Mill, SC31.4MShares$2.86 Billion1.2% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA20.6MShares$1.88 Billion3.51% of portfolio
-
Allworth Financial LP13.2MShares$1.2 Billion6.78% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.82MShares$712 Million0.17% of portfolio
-
Morgan Stanley New York, NY7.25MShares$661 Million0.04% of portfolio