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 $12,582. This represents 0.0% of its overall portfolio holdings.
Number of Shares
112
Previous 112
-0.0%
Holding current value
$12,582
Previous $11,000
9.09%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding FEX
# of Institutions
223Shares Held
8.04MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.18MShares$133 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC973KShares$109 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA534KShares$60 Million0.01% of portfolio
-
Janney Montgomery Scott LLC523KShares$58.8 Million0.15% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL297KShares$33.3 Million0.01% of portfolio