Kozak & Associates, Inc. First Tr Large Cap Core Alphde Transaction History
Kozak & Associates, Inc.
- $482 Million
- Q2 2025
A detailed history of Kozak & Associates, Inc. transactions in First Tr Large Cap Core Alphde stock. As of the latest transaction made, Kozak & Associates, Inc. holds 112 shares of FEX stock, worth $13,032. This represents 0.0% of its overall portfolio holdings.
Number of Shares
112
Previous 112
-0.0%
Holding current value
$13,032
Previous $11,000
9.09%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding FEX
# of Institutions
233Shares Held
7.91MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.16MShares$135 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC986KShares$115 Million0.04% of portfolio
-
Janney Montgomery Scott LLC523KShares$60.9 Million0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA507KShares$59 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL279KShares$32.5 Million0.01% of portfolio