Kozak & Associates, Inc. Schwab Fundamental U S Large C Transaction History

Kozak & Associates, Inc.

  • $414 Million
  • Q3 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 2 shares of FNDX stock, worth $48. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2
Previous 64 96.88%
Holding current value
$48
Previous $4,000 100.0%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
SELL
$65.36 - $71.76 $4,052 - $4,449
-62 Reduced 96.88%
2 $0
Q2 2024

Jul 05, 2024
BUY
$63.87 - $67.55 $63 - $67
1 Added 1.59%
64 $4,000
Q3 2021

Nov 16, 2021
BUY
$52.82 - $56.3 $3,327 - $3,546
63 New
63 $4,000

Others Institutions Holding FNDX

# of Institutions
596
Shares Held
193M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

FNDX Quotes by TradingView
  • Ticker FNDX
  • Sector ETFs
  • Industry ETFs
More about FNDX
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