Kagan Cocozza Asset Management Spdr Portfolio Transaction History
Kagan Cocozza Asset Management
- $120 Billion
- Q4 2024
A detailed history of Kagan Cocozza Asset Management transactions in Spdr Portfolio stock. As of the latest transaction made, Kagan Cocozza Asset Management holds 63,199 shares of SPMD stock, worth $3.23 Million. This represents 2.87% of its overall portfolio holdings.
Number of Shares
63,199Holding current value
$3.23 Million% of portfolio
2.87%Shares
1 transactions
Others Institutions Holding SPMD
# of Institutions
728Shares Held
205MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$3.93 Billion4.1% of portfolio
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Betterment LLC New York, NY17.9MShares$915 Million2.36% of portfolio
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Lpl Financial LLC Fort Mill, SC12.9MShares$657 Million0.3% of portfolio
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Valmark Advisers, Inc.6MShares$306 Million5.14% of portfolio
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Tiedemann Advisors, LLC5.75MShares$293 Million10.91% of portfolio