Kagan Cocozza Asset Management Spdr Portfolio Intermediate Te Transaction History
Kagan Cocozza Asset Management
- $120 Billion
- Q4 2024
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 233,793 shares of SPIB stock, worth $7.77 Million. This represents 6.36% of its overall portfolio holdings.
Number of Shares
233,793Holding current value
$7.77 Million% of portfolio
6.36%Shares
1 transactions
Others Institutions Holding SPIB
# of Institutions
602Shares Held
244MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.5MShares$1.45 Billion0.27% of portfolio
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Lpl Financial LLC Fort Mill, SC38.3MShares$1.27 Billion0.53% of portfolio
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Envestnet Asset Management Inc9.58MShares$318 Million0.1% of portfolio
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Creative Planning Overland Park, KS6.83MShares$227 Million0.22% of portfolio
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Morgan Stanley New York, NY5.5MShares$183 Million0.01% of portfolio