David Katz Credit Services

Matrix Asset Advisors Inc

  • $882 Million
  • Q3 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$101B
$17.5 Million 1.98% of portfolio
224,308
Q3 2024 Reduced 1.43%
$223B
$870,000 0.1% of portfolio
3,212
Q2 2024 Reduced 0.5%
$68.6B
$361,000 0.04% of portfolio
2,414
Q2 2023 Reduced 56.15%
$519B
$266,000 0.03% of portfolio
969
Q3 2024 Reduced 2.52%
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David Katz

David Katz

David Katz is the CEO and CIO of Matrix Asset Advisors, a financial services firm that provides asset management and investment advice to individuals and institutions. Katz has over 30 years of experience in the financial industry and is known for his expertise in value investing.
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