Kagan Cocozza Asset Management Spdr Portfolio Aggregate Bond Transaction History
Kagan Cocozza Asset Management
- $122 Billion
- Q1 2025
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 613,193 shares of SPAB stock, worth $15.5 Million. This represents 12.8% of its overall portfolio holdings.
Number of Shares
613,193
Previous 579,457
5.82%
Holding current value
$15.5 Million
Previous $14.5 Billion
8.15%
% of portfolio
12.8%
Previous 12.02%
Shares
2 transactions
Others Institutions Holding SPAB
# of Institutions
562Shares Held
269MCall Options Held
0Put Options Held
300-
Lpl Financial LLC Fort Mill, SC23MShares$583 Million0.24% of portfolio
-
Cwm, LLC16MShares$404 Million1.63% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC11.7MShares$297 Million5.59% of portfolio
-
State Street Corp Boston, MA11.6MShares$293 Million0.01% of portfolio
-
Envestnet Asset Management Inc11.4MShares$288 Million0.1% of portfolio