Kozak & Associates, Inc. First Trust Us Equity Opportun Transaction History
Kozak & Associates, Inc.
- $397 Million
- Q2 2024
A detailed history of Kozak & Associates, Inc. transactions in First Trust Us Equity Opportun stock. As of the latest transaction made, Kozak & Associates, Inc. holds 63 shares of FPX stock, worth $6,890. This represents 0.0% of its overall portfolio holdings.
Number of Shares
63
Previous 63
-0.0%
Holding current value
$6,890
Previous $6,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding FPX
# of Institutions
165Shares Held
3.19MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY569KShares$62.2 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC336KShares$36.8 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA259KShares$28.3 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC127KShares$13.9 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL115KShares$12.6 Million0.03% of portfolio