Kozak & Associates, Inc. First Tr Small Cap Core Alphad Transaction History

Kozak & Associates, Inc.

  • $397 Million
  • Q2 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 109 shares of FYX stock, worth $9,806. This represents 0.0% of its overall portfolio holdings.

Number of Shares
109
Previous 109 -0.0%
Holding current value
$9,806
Previous $10,000 10.0%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 17, 2024
BUY
$85.84 - $93.24 $85 - $93
1 Added 0.93%
109 $10,000
Q2 2023

Jul 05, 2023
BUY
$74.92 - $82.95 $74 - $82
1 Added 0.93%
108 $8,000
Q3 2022

Oct 12, 2022
BUY
$73.99 - $89.32 $73 - $89
1 Added 0.94%
107 $8,000
Q3 2021

Nov 16, 2021
BUY
$86.58 - $94.0 $9,177 - $9,964
106 New
106 $11,000

Others Institutions Holding FYX

# of Institutions
148
Shares Held
6.3M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR SMALL CAP CORE ALPHAD

FYX Quotes by TradingView
  • Ticker FYX
  • Sector ETFs
  • Industry ETFs
More about FYX
Track This Portfolio

Track Kozak & Associates, Inc. Portfolio

Follow Kozak & Associates, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kozak & Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Kozak & Associates, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email