Kagan Cocozza Asset Management Spdr Portfolio S&P 600 Small C Transaction History
Kagan Cocozza Asset Management
- $120 Billion
- Q4 2024
A detailed history of Kagan Cocozza Asset Management transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Kagan Cocozza Asset Management holds 28,533 shares of SPSM stock, worth $1.16 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
28,533Holding current value
$1.16 Million% of portfolio
1.06%Shares
1 transactions
Others Institutions Holding SPSM
# of Institutions
981Shares Held
217MCall Options Held
94.2KPut Options Held
14.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.1MShares$898 Million2.1% of portfolio
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Lpl Financial LLC Fort Mill, SC21MShares$854 Million0.4% of portfolio
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Betterment LLC New York, NY16.2MShares$656 Million1.75% of portfolio
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Bank Of America Corp Charlotte, NC6.51MShares$264 Million0.03% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA5.54MShares$225 Million0.05% of portfolio