Kagan Cocozza Asset Management Spdr Ser Tr Fds Spdr Portfolio Transaction History
Kagan Cocozza Asset Management
- $120 Billion
- Q4 2024
A detailed history of Kagan Cocozza Asset Management transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Kagan Cocozza Asset Management holds 246,430 shares of SPDW stock, worth $9.05 Million. This represents 6.98% of its overall portfolio holdings.
Number of Shares
246,430Holding current value
$9.05 Million% of portfolio
6.98%Shares
1 transactions
Others Institutions Holding SPDW
# of Institutions
1,047Shares Held
534MCall Options Held
2.4KPut Options Held
2.1K-
Creative Planning Overland Park, KS68.7MShares$2.52 Billion2.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA66.7MShares$2.45 Billion4.81% of portfolio
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Allworth Financial LP31.7MShares$1.16 Billion6.24% of portfolio
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Lpl Financial LLC Fort Mill, SC28MShares$1.03 Billion0.4% of portfolio
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Auto Owners Insurance CO Lansing, MI22MShares$807 Million17.44% of portfolio