Kagan Cocozza Asset Management Spdr Portfolio Aggregate Bond Transaction History
Kagan Cocozza Asset Management
- $120 Billion
- Q4 2024
A detailed history of Kagan Cocozza Asset Management transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Kagan Cocozza Asset Management holds 579,457 shares of SPAB stock, worth $14.8 Million. This represents 12.02% of its overall portfolio holdings.
Number of Shares
579,457Holding current value
$14.8 Million% of portfolio
12.02%Shares
1 transactions
Others Institutions Holding SPAB
# of Institutions
548Shares Held
269MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC25.7MShares$656 Million0.27% of portfolio
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Cwm, LLC16MShares$408 Million1.63% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC11.7MShares$300 Million5.59% of portfolio
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Envestnet Asset Management Inc11.4MShares$291 Million0.1% of portfolio
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State Street Corp Boston, MA10.2MShares$260 Million0.01% of portfolio