Kozak & Associates, Inc. Select Sector Spdr Fund Health Transaction History
Kozak & Associates, Inc.
- $482 Million
- Q2 2025
A detailed history of Kozak & Associates, Inc. transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Kozak & Associates, Inc. holds 123,039 shares of XLV stock, worth $16 Million. This represents 3.44% of its overall portfolio holdings.
Number of Shares
123,039
Previous 109,021
12.86%
Holding current value
$16 Million
Previous $15.8 Million
5.26%
% of portfolio
3.44%
Previous 3.84%
Shares
15 transactions
Others Institutions Holding XLV
# of Institutions
1,968Shares Held
267MCall Options Held
12.1MPut Options Held
16.8M-
Kingstone Capital Partners Texas, LLC Frisco, TX71.2MShares$9.26 Billion1.58% of portfolio
-
Bank Of America Corp Charlotte, NC34.1MShares$4.44 Billion0.41% of portfolio
-
Jpmorgan Chase & CO New York, NY12.7MShares$1.65 Billion0.15% of portfolio
-
Morgan Stanley New York, NY12.1MShares$1.58 Billion0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.83MShares$890 Million0.33% of portfolio