Kozak & Associates, Inc. Schwab Fundamental U S Large C Transaction History
Kozak & Associates, Inc.
- $397 Million
- Q2 2024
A detailed history of Kozak & Associates, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Kozak & Associates, Inc. holds 64 shares of FNDX stock, worth $4,312. This represents 0.0% of its overall portfolio holdings.
Number of Shares
64
Previous 63
1.59%
Holding current value
$4,312
Previous $4,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding FNDX
# of Institutions
517Shares Held
183MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA128MShares$8.62 Billion11.85% of portfolio
-
Captrust Financial Advisors Raleigh, NC3.02MShares$203 Million0.68% of portfolio
-
Signature Estate & Investment Advisors LLC2.66MShares$179 Million5.07% of portfolio
-
Mc Adam, LLC2.58MShares$174 Million11.27% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.51MShares$169 Million0.05% of portfolio