Kozak & Associates, Inc. Invesco Exchange Traded Fd Tr Transaction History
Kozak & Associates, Inc.
- $397 Million
- Q2 2024
A detailed history of Kozak & Associates, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Kozak & Associates, Inc. holds 461,043 shares of RWL stock, worth $44 Million. This represents 10.74% of its overall portfolio holdings.
Number of Shares
461,043
Previous 388,458
18.69%
Holding current value
$44 Million
Previous $36.4 Million
17.28%
% of portfolio
10.74%
Previous 9.96%
Shares
10 transactions
Others Institutions Holding RWL
# of Institutions
201Shares Held
22.9MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.96MShares$283 Million0.14% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.84MShares$271 Million0.07% of portfolio
-
Morgan Stanley New York, NY2.67MShares$255 Million0.02% of portfolio
-
Allworth Financial LP2.36MShares$225 Million1.41% of portfolio
-
Bank Of America Corp Charlotte, NC1.71MShares$163 Million0.01% of portfolio