Kagan Cocozza Asset Management Spdr Ser Tr Spdr Msci Acwi Ex Transaction History
Kagan Cocozza Asset Management
- $141 Billion
- Q4 2025
A detailed history of Kagan Cocozza Asset Management transactions in Spdr Ser Tr Spdr Msci Acwi Ex stock. As of the latest transaction made, Kagan Cocozza Asset Management holds 21,444 shares of CWI stock, worth $764,907. This represents 0.55% of its overall portfolio holdings.
Number of Shares
21,444
Previous 21,558
0.53%
Holding current value
$764,907
Previous $753 Million
2.32%
% of portfolio
0.55%
Previous 0.57%
Shares
5 transactions
Others Institutions Holding CWI
# of Institutions
284Shares Held
50.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.2MShares$292 Million0.02% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA4.04MShares$144 Million0.09% of portfolio
-
Merit Financial Group, LLC2.8MShares$99.7 Million1.01% of portfolio
-
Avantax Planning Partners, Inc.2.37MShares$84.4 Million2.4% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.72MShares$61.4 Million0.07% of portfolio