Kagan Cocozza Asset Management Spdr Portfolio Intermediate Te Transaction History
Kagan Cocozza Asset Management
- $122 Billion
- Q1 2025
A detailed history of Kagan Cocozza Asset Management transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Kagan Cocozza Asset Management holds 241,654 shares of SPIB stock, worth $8.04 Million. This represents 6.56% of its overall portfolio holdings.
Number of Shares
241,654
Previous 233,793
3.36%
Holding current value
$8.04 Million
Previous $7.66 Billion
4.88%
% of portfolio
6.56%
Previous 6.36%
Shares
2 transactions
Others Institutions Holding SPIB
# of Institutions
624Shares Held
248MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC42.2MShares$1.41 Billion0.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA41.7MShares$1.39 Billion0.27% of portfolio
-
Envestnet Asset Management Inc9.9MShares$330 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.97MShares$232 Million0.22% of portfolio
-
D.A. Davidson & Co.5.49MShares$183 Million1.5% of portfolio