Kagan Cocozza Asset Management Vanguard Specialized Funds Van Transaction History
Kagan Cocozza Asset Management
- $122 Billion
- Q1 2025
A detailed history of Kagan Cocozza Asset Management transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Kagan Cocozza Asset Management holds 40,125 shares of VNQ stock, worth $3.58 Million. This represents 2.97% of its overall portfolio holdings.
Number of Shares
40,125
Previous 36,370
10.32%
Holding current value
$3.58 Million
Previous $3.24 Billion
12.13%
% of portfolio
2.97%
Previous 2.69%
Shares
2 transactions
Others Institutions Holding VNQ
# of Institutions
1,936Shares Held
234MCall Options Held
1.45MPut Options Held
1.28M-
Creative Planning Overland Park, KS14.2MShares$1.27 Billion1.21% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO13.9MShares$1.24 Billion4.12% of portfolio
-
Morgan Stanley New York, NY12MShares$1.07 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$958 Million0.08% of portfolio
-
Northwestern Mutual Wealth Management CO9.54MShares$852 Million0.71% of portfolio