Kozak & Associates, Inc. First Tr ETF Vi Smid Cap Risin Transaction History
Kozak & Associates, Inc.
- $365 Million
- Q1 2024
A detailed history of Kozak & Associates, Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Kozak & Associates, Inc. holds 417 shares of SDVY stock, worth $13,794. This represents 0.0% of its overall portfolio holdings.
Number of Shares
417Holding current value
$13,794% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SDVY
# of Institutions
308Shares Held
90.1MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC13.3MShares$438 Million0.25% of portfolio
-
Morgan Stanley New York, NY10.5MShares$346 Million0.03% of portfolio
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Wells Fargo & Company San Francisco, CA7.36MShares$244 Million0.06% of portfolio
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Ubs Group Ag3.84MShares$127 Million0.03% of portfolio
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Bank Of America Corp Charlotte, NC3.74MShares$124 Million0.01% of portfolio