Kozak & Associates, Inc. Invesco S&P Smallcap Momentum Transaction History
Kozak & Associates, Inc.
- $414 Million
- Q3 2024
A detailed history of Kozak & Associates, Inc. transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Kozak & Associates, Inc. holds 39,102 shares of XSMO stock, worth $2.61 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
39,102Holding current value
$2.61 Million% of portfolio
0.63%Shares
1 transactions
Others Institutions Holding XSMO
# of Institutions
176Shares Held
11.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.27MShares$84.9 Million0.04% of portfolio
-
Envestnet Asset Management Inc1.23MShares$82.2 Million0.03% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.2MShares$80 Million0.19% of portfolio
-
Mainstay Capital Management LLC701KShares$46.9 Million8.51% of portfolio
-
Steward Partners Investment Advisory, LLC481KShares$32.2 Million0.3% of portfolio