Kozak & Associates, Inc. Schwab Fundamental U S Small C Call Options Transaction History
Kozak & Associates, Inc.
- $397 Million
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding FNDA
# of Institutions
387Shares Held
120MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA96MShares$5.65 Billion7.52% of portfolio
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Sage View Advisory Group, LLC Newport Beach, CA2.95MShares$174 Million3.77% of portfolio
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Waddell & Associates, LLC1.23MShares$72.4 Million9.56% of portfolio
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Clarius Group, LLC Seattle, WA1.05MShares$61.6 Million4.14% of portfolio
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Steele Capital Management, Inc. Dubuque, IA976KShares$57.4 Million3.0% of portfolio