Kozak & Associates, Inc. First Tr Small Cap Core Alphad Transaction History
Kozak & Associates, Inc.
- $414 Million
- Q3 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 $11,715. This represents 0.0% of its overall portfolio holdings.
Number of Shares
110
Previous 109
0.92%
Holding current value
$11,715
Previous $9,000
11.11%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding FYX
# of Institutions
150Shares Held
6.15MCall Options Held
2.3KPut Options Held
0-
Morgan Stanley New York, NY705KShares$75.1 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA580KShares$61.7 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC522KShares$55.6 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC451KShares$48.1 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A6398KShares$42.4 Million0.01% of portfolio