Kozak & Associates, Inc. Ishares Msci Usa Min Vol Facto Transaction History
Kozak & Associates, Inc.
- $410 Million
- Q1 2025
A detailed history of Kozak & Associates, Inc. transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Kozak & Associates, Inc. holds 223 shares of USMV stock, worth $20,609. This represents 0.0% of its overall portfolio holdings.
Number of Shares
223
Previous 223
-0.0%
Holding current value
$20,609
Previous $19,000
5.26%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding USMV
# of Institutions
1,445Shares Held
205MCall Options Held
12.5KPut Options Held
47.4K-
Morgan Stanley New York, NY17.5MShares$1.62 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC14.1MShares$1.3 Billion0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL13.1MShares$1.21 Billion0.48% of portfolio
-
Raymond James & Associates St Petersburg, FL10.2MShares$947 Million0.58% of portfolio
-
Wealth Enhancement Advisory Services, LLC6.62MShares$612 Million1.27% of portfolio