Kagan Cocozza Asset Management Spdr Ser Tr Spdr Msci Acwi Ex Transaction History
Kagan Cocozza Asset Management
- $130 Billion
- Q2 2025
A detailed history of Kagan Cocozza Asset Management transactions in Spdr Ser Tr Spdr Msci Acwi Ex stock. As of the latest transaction made, Kagan Cocozza Asset Management holds 24,410 shares of CWI stock, worth $862,161. This represents 0.61% of its overall portfolio holdings.
Number of Shares
24,410
Previous 25,302
3.53%
Holding current value
$862,161
Previous $748 Million
6.52%
% of portfolio
0.61%
Previous 0.61%
Shares
3 transactions
Others Institutions Holding CWI
# of Institutions
269Shares Held
46.5MCall Options Held
12.2KPut Options Held
0-
Bank Of America Corp Charlotte, NC7.86MShares$277 Million0.02% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.85MShares$136 Million0.08% of portfolio
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Avantax Planning Partners, Inc.2.39MShares$84.6 Million2.51% of portfolio
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High Tower Advisors, LLC Chicago, IL1.65MShares$58.4 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.47MShares$51.7 Million0.02% of portfolio