Kozak & Associates, Inc. First Tr Small Cap Core Alphad Transaction History
Kozak & Associates, Inc.
- $430 Million
- Q4 2024
A detailed history of Kozak & Associates, Inc. transactions in First Tr Small Cap Core Alphad stock. As of the latest transaction made, Kozak & Associates, Inc. holds 110 shares of FYX stock, worth $10,101. This represents 0.0% of its overall portfolio holdings.
Number of Shares
110
Previous 110
-0.0%
Holding current value
$10,101
Previous $10,000
10.0%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding FYX
# of Institutions
177Shares Held
6.92MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY803KShares$73.8 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA641KShares$58.9 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC595KShares$54.6 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL444KShares$40.8 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC427KShares$39.2 Million0.0% of portfolio