Kozak & Associates, Inc. Options Holdings

Kozak & Associates, Inc.

  • $414 Million
  • Q3 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 399
  • Current Value $414 Million
  • Prior Value $397 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 17, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 35 stocks
  • Additional Purchases 168 stocks
  • Sold out of 7 stocks
  • Reduced holdings in 41 stocks
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